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.

• 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

• 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.