Trust Administrator

Use analytical thinking and client service to administer trust accounts at CIBC’s Calgary location, with work arrangements discussed during interviews.
As a Trust Administrator, you will assist a Trust Officer and support portfolio administration through accurate account opening, correspondence, and account maintenance. The work includes client accounting, fee collection, transaction processing, asset management, and compliance with CIBC processes and policies. You will interact with clients and professional contacts while supporting annual trust administration projects.

Key Responsibilities:

Open new trust accounts accurately
Maintain current account information and prepare correspondence
Process remittances and daily transactions timely
Reconcile assets, manage values, and process in-kind transfers
Prepare annual review packages and update CLIPs
Requirements:
Client service and professional relationship-building skills
Analytical thinking and attention to detail
Enrollment or willingness to enroll in STEP CETA1
Willingness to pursue CSI or STEP estate courses
Enrollment or willingness to enroll in CIRO
- Bring trust administration, investment portfolio, transaction banking, and client engagement skills to CIBC’s Calgary team.