National Estate Planning Administrator

CIBC; Toronto; On-site; CAD 55,000 - 70,000; Full time

Job summary

Join CIBC as a National Estate Planning Administrator and support business processes within CIBC Insurance. Manage administrative tasks across expense management, compliance, and reporting while collaborating with various stakeholders. Ideal for professionals with insurance experience and strong organizational skills in a dynamic banking environment.

Benefits

Competitive salary

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• Experience in Insurance Services and products, preferably within the financial service industry.
• Strong organizational skills and working proficiency with MS Suite (Excel, PowerPoint, Word, Outlook).

Responsibilities

• Assist the Estate and Trust team with expense management.
• Follow risk and compliance processes to safeguard customer assets.
• Develop and maintain professional client relationships.

Skills

Analytical Thinking

Client Service

Customer Experience (CX)

Product Knowledge

Job description

Join to apply for the National Estate Planning Administrator role at CIBC

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Join to apply for the National Estate Planning Administrator role at CIBC

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

The National Estate Planning Administrator supports all key business processes for CIBC Insurance to maintain effective controls and business operations. This role manages the administrative needs that spans across functions such as expense management, compliance, reporting, and other relevant business requirements.

This role reports to the Senior Manager, Business Effectiveness and works with a number of stakeholders across CIBC to meet business needs. Primary contacts will include leaders and advisors across the Insurance, Trust, and Wealth Planning.

This role is critical to promoting the efficient operation of Trust business and in turn, helping front line advisors create value and meet business objectives.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Operational Support - Assist the Estate and Trust team with expense management; provide Advisor support and preliminary research for inquiries received and investigations.
• Compliance – Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
• Reporting – Business engagement and tracking, along with data consolidation and reporting for internal partners, including Regional Directors (RDs), Senior Trust & Estate Consultants and other members of the national Financial Planning, Insurance and Trust team. Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
• Communication and Documentation - Develop and maintain professional client relationships. Interact regularly with clients and beneficiaries and their lawyers, accountants, and financial planners to discuss account administration. Manage general team updates and communications
  
  

Who You Are

• You can demonstrate experience in Insurance Services and products and have administrative experience, preferable within the financial service industry.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making. You have strong organizational skills and working proficiency with MS suite (Excel, PowerPoint, Word, Outlook).
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
  
  

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions
  
  

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
  
  

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Banking

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