Administrative Assistant, CIBC Trust

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
As the Administrative Assistant, you will support CIBC Trust’s overall business in some of the day-to-day activities required to administer accounts within the business unit, as well as in revenue collection, reporting and other ongoing activities required to support staff within the business unit. This role requires that you work on-site.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You’ll Succeed

• Business Unit Operational Efficiency - Onboarding and offboarding activities for staff including Service Now, SharePoint and other technology and office management requests and investigations. Ensuring access is permitted based on the position and authorization level within the business unit. Maintain all distribution lists and processing a wide variety of business operational invoices
• Customer Support - Processing e-deposits, bank drafts, foreign exchange, and printing and dispatching cheques, reconciling daily cheque report and allocating client expenses to ensure all are processed correctly. Sorting and investigating as required so that the business unit can effectively administer accounts. Create courier packages for regional offices and other external recipients. Monitoring toll-free line and RightFax daily, identifying the appropriate recipient of the inquiry or documentation, to ensure all communication between clients and other 3rd parties is managed accurately and in a timely manner.
• Reporting - Generating various daily and monthly reports for distribution to staff within the business unit, to ensure all accounts are managed in accordance with CIBC’s business standards and any deficiencies in account management are rectified. Maintaining reports for distribution to other business units such as Finance and Wealth Management and retail partners.
• Financial Management - Processing invoices related to account management including tax payments and property management to ensure positive client, vendor and employee experiences and to meet all prescribed deadlines for payments. Calculating and processing one-time fees in accordance with various compensation agreements and regulatory percentages, including any standard or approved discounts. Collecting business revenue accurately and meeting business targets. Setting up ongoing fee codes on CIBC.
• Records Management - Archiving and retrieving closed files; assisting in the verification of records available for destruction to meet CIBC’s record management policy and procedure,

Who You Are

• It’s an asset it you can demonstrate experience in the financial industry.
• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
• Subject to 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

Mailbox.careers-carrieres@cibc.com

• 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.

Expected End Date
2025-11-01
Job Location
Toronto-81 Bay, 11th Floor
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
Skills
Analytical Thinking, Client Service, Customer Experience (CX), Post-Sales Suppor

Please refer the Job description for details