Jobs
>
Vancouver

    Senior Trust Officer, Estate - Vancouver, Canada - CIBC

    CIBC
    CIBC Vancouver, Canada

    3 hours ago

    CIBC background
    Temps plein
    Description

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients.

    À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu'ils sont et ce qu'ils font.

    Pour en savoir plus sur la Banque CIBC, visitez le site .

    What You'll Be Doing

    As the Senior Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Estates, Trusts and Powers of Attorney. Primary accountability for the timely, accurate, and professional administration of large and complex estate, trust and power of attorney accounts. You will identify and mitigate account risks while adhering to all CIBC Trust Policies & Procedures, including cash management, fee collection, account opening, etc.

    How You'll Succeed

  • Collaboration – Develop and maintain a strong partnership with the clients/beneficiaries in order to provide excellent client service. Effective and open communication is critical to ensure parties are informed of key activities, milestones and deliverables. Partner effectively with internal experts from the Investment Management and Tax Department, to provide oversight and guidance on client investment and tax issues. Engages external professionals as required. Supervises account investments to ensure consistency with account objectives, constating documents and legislation.
  • Trust & Estate Acumen - Ensure the onboarding and account management aligns with the unique needs of clients and the characteristics of Estates and Trust. Establish effective tracking, monitoring and compliance with the governing document and responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the accounts. Assist in developing standards in administration and vetting new and/or changes to policies and procedures. Optimizes account administration by identifying and implementing process improvements.
  • People Management - Set appropriate context when assigning work to ensure that individuals' roles support the achievement of the business unit's priorities and CIBC's overall goals. Create a positive work environment and be an effective role model by championing CIBC's mission, vision and values. Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect.

    • Who You Are

  • You can demonstrate 8-10 years of experience in the Estate & Trust Industry. A detailed knowledge of accounting and investing sufficient to administer a range of complex Trust Accounts is necessary.
  • You're a certified professional . It is an asset if you have obtained the Member Trust Institute (MTI) and/or Trust and Estate Practitioner (TEP) designation(s).
  • Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
  • You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
  • You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
  • 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 health benefits program, defined benefit pension plan, an employee share purchase plan 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.

    • This job position requires the potential successful candidate to be based out of the British Columbia or Alberta region.

    Ce que la Banque CIBC vous offre

    À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu'employé, nous nous efforçons de créer des occasions qui vous permettront d'exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

  • Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l'adhésion à un programme d'avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d'achat d'actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
  • Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
  • Nous favorisons une culture qui encourage l'expression de vos ambitions au moyen d'initiatives comme la journée Raison d'être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

    • Sous réserve des modalités du régime et du programme

    Ce que vous devez savoir

  • La Banque CIBC s'est engagée à créer un milieu de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d'un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d'une solution d'adaptation, écrivez à .
  • Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s'il y a lieu, détenir un permis de travail ou d'études valide.

    • Lieu de travail

    Vancouver-Georgia&Burrard

    ​

    ​ Type d'emploi

    Permanent

    Heures de travail hebdomadaires

    37.5

    Compétences

    Communication, Comptes de succession, Développement d'une nouvelle entreprise, Établissement de liens, Expérience client (CX), Pensée analytique, Prise de décision, Procuration, Services fiduciaires, Travailler de manière collaborative
  • Zolo

    Deal Administrator

    6 hours ago

    Zolo Vancouver, Canada

    Come build the experience millions of Canadians use to change their life. · What is Zolo · Home transactions are confusing, stressful, and difficult. They shouldn't be. Old school real estate sites aren't up to the challenge of making it better. That's where we come in. · Zolo he ...

  • Watson Goepel

    Lawyer - Wills, Estates & Trusts Solicitor

    1 day ago

    Watson Goepel Vancouver, Canada

    **Lawyer - Wills, Estates & Trusts Solicitor**: · Years of Experience -4+ years · Firm: Watson Goepel LLP - West Vancouver Office (Dundarave) & Vancouver · Firm Practice Areas: Wills, Trusts and Estates; Personal Injury; Litigation & Dispute Resolution; Business Law and Family · ...

  • West Coast Seniors Housing Management

    Manager, Investments

    1 day ago

    West Coast Seniors Housing Management Vancouver, Canada

    **About Pacific Reach** · Pacific Reach is a Vancouver-based diversified investment company with investments and holdings across various sectors and markets; including real estate, hospitality and entertainment, healthcare, technology, and private equity. · **Summary of Position* ...

  • Winright Law

    Conveyancer/paralegal

    6 hours ago

    Winright Law Vancouver, Canada

    Excellent verbal and written English communication skills; · - Excellent time-management skills with the ability to work well in a high-pressure environment; · - Excellent multi-tasking skills and ability to prioritize; · - Excellent computer skills and familiarity with Microsoft ...

  • rennie

    Conveyancer

    1 day ago

    rennie Vancouver, Canada

    **Position**:Conveyancer · - **Reports to**: Conveyance Manager**Job Type**:Full Time, Permanent & Hybrid (4 days in office & 1 day work from home) · **About rennie** · - rennie brings a thoughtful, trusted approach to the real estate industry, supporting our clients and communit ...

  • The Real Estate Refreshed Team

    Administrative Assistant

    1 day ago

    The Real Estate Refreshed Team Cavan, Canada

    **Company description** · We are a high producing real estate team with Re/Max Hallmark First Group Realty Inc. Our focus as a team is client retention, and providing each and every client with a refreshing, red carpet, full service real estate experience from beginning to end. W ...

  • Archibald Real Estate Group

    Real Estate Professional

    1 day ago

    Archibald Real Estate Group Vancouver, Canada

    **Archibald Real Estate Group - RE/MAX Crest Realty** · Are you a highly motivated Real Estate Professional looking to take on more clients and join a team with systems, support and leads to help you grow your business? · We are a top producing real estate team with RE/MAX, ranke ...

  • Cold to Closed

    Sales Agent

    1 day ago

    Cold to Closed Vancouver, Canada

    **Company Overview**: · Our real estate consultancy specializes in helping real estate agents, teams & brokers with the growth of their businesses. We have a proven track record of success and work with clients across the United States and Canada. We are a fast-paced, results-dri ...

  • rennie

    Marketing Coordinator

    6 hours ago

    rennie Vancouver, Canada

    **Position**:Marketing Coordinator · **Reports to**: Marketing Director · **Job Type**:Full Time · **About rennie** · - rennie brings a thoughtful, trusted approach to the real estate industry, supporting our clients and communities for more than 40 years.Founded on a people-firs ...

  • Royal LePage Westside Klein Group

    Commercial Real Estate Specialist

    1 day ago

    Royal LePage Westside Klein Group Vancouver, Canada

    **Are you a highly ambitious and dedicated professional seeking to propel your commercial real estate career to new heights?** · **Royal LePage Westside Klein Group** is seeking talented individuals to join our expanding Commercial team, where unparalleled growth and success awai ...

  • Winright Law

    Legal Administrative Assistant

    1 day ago

    Winright Law Vancouver, Canada

    Winright Law is looking for a Legal Administrative Assistant to assist with prospective client inquiries and handling first point of contact reception telephone calls. This is a great opportunity for anyone who wants to begin their legal career, but has little to no prior legal e ...

  • TD Bank

    Will Consultant

    1 day ago

    TD Bank Vancouver, Canada

    397569BR · Wealth Management · Vancouver, BC · January 27, 2023 · Company Overview · Department Overview · Private Trust delivers three core services: power of attorney, executor and trustee services where The Canada Trust Company is either acting through an appointment to these ...

  • JLL

    Property Administration Assistant

    1 day ago

    JLL Vancouver, Canada

    JLL supports the Whole You, personally and professionally. · Property Administrative Assistant · Reporting to the Property Director, this position is accountable for providing tenant coordination and administrative support to the property management & operations team and receptio ...

  • TD Bank

    Will Consultant

    1 day ago

    TD Bank Vancouver, Canada

    399623BR · Wealth Management · Vancouver, BC · February 14, 2023 · Company Overview · Department Overview · Private Trust delivers three core services: power of attorney, executor and trustee services where The Canada Trust Company is either acting through an appointment to these ...

  • Oxford Properties

    Student Analyst, Leasing

    1 day ago

    Oxford Properties Vancouver, Canada

    Why join us? · Are you looking to join an innovative, global real estate company who builds communities and connects people to exceptional places? If so, we would love to tell you our story. · At Oxford, our culture is truly one of a kind. Across business lines and around the wor ...

  • Royal LePage Sussex Klein Group

    Commercial Real Estate Agent

    1 day ago

    Royal LePage Sussex Klein Group Vancouver, Canada

    Job Title**:Commercial Real Estate Agent** · Location: 22 E 5 th Ave, Vancouver BC · Hours: 40 hours per week (Monday to Friday, 9:00 am - 5:00 pm) · **Salary**: $125,000 - $150,000 (Commission Based) · **Overview** · Welcome to Royal LePage Westside Klein Group, an innovative re ...

  • Sitings Realty Ltd.

    Marketing Coordinator

    6 hours ago

    Sitings Realty Ltd. Vancouver, Canada

    **Are you looking for an opportunity to grow your career in marketing? Sitings Realty is hiring a Marketing Coordinator to join our commercial real estate brokerage** · You are looking for an opportunity to engage in building a brokerage career in an organization. You have experi ...

  • BentallGreenOak

    Vice President, Portfolio Management

    6 hours ago

    BentallGreenOak Vancouver, Canada

    **Who We Are**: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-resid ...

  • Arc'teryx

    Real Estate Manager, North America

    1 day ago

    Arc'teryx Vancouver, Canada

    **Department**: Commercial - Store Development · **Reports to**:Director, Real Estate Development · **Location**:North Vancouver, B.C. · **Your Opportunity at ARC'TERYX**: · - As the Real Estate Manager, you will lead real estate strategy, planning and execution for Arc'teryx sto ...

  • Dimex Realty Inc.

    Sales Associate

    6 hours ago

    Dimex Realty Inc. Vancouver, Canada

    **Job Title: Sales Coordinator - Real Estate development Industry** · **About the Company**: · Dimex Realty Inc has partnered with Dimex Group, a development company located in the downtown Vancouver area, that has a visionary approach to building vibrant communities. Dimex Group ...