Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats 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 (https : / / www.cibc.com / en / about-cibc.html)
The Family Office Administrator supports the Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing with clients and organizational support.
How you'll succeedDemonstrate a passionate commitment to serve clients in the accurate and highly productive completion of account administrative duties. Responsibilities include but are not limited to the following :
Initiate and fulfill cash management requests including transaction review and verification of proper processingExecute ad hoc bill-paying and set up of recurring paymentsResearch and resolve overdraft situationsManage all aspects of gifting (cash, in-kind, gift letters, Crummey letters)Assist clients with CIBC Private Wealth Investor DashboardManage clients quarterly tax payments and annual IRA contributions / RMDsPrepare new account packets and open new accounts & sub-accountsCoordinate asset transfers and manage cost basis updates on securitiesReview fee collections and resolve collection issuesComplete first review of administrative reviewsMaintain / update client personal and account data on internal systems and filesManage preparation of presentation materials for client meetingsPrepare customized client reports such as cash flow analysis and cash projection reportsAssist with tax coordination including interaction with tax preparersEscalate issues when appropriate and offer solutions to problemsDevelop understanding of individual client circumstances for assigned client relationshipsParticipate in client and internal meetings as directed by Family Office ExecutivesMaster knowledge of client account holdings, requirements and operationsProvide administrative support (answer telephones, prepare correspondence, maintain files, maintain mailing lists)Act as back-up for Family Office Executive, Senior Relationship Manager and other Family Office AdministratorsMastery of the following systems : One SEI, ORS, RevportProvide integral support for client service teams and special projectsAchieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day to day activitiesContribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagementPursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improveInterfacing with High Net Worth Clients and their intermediaries and external Advisors, CIBC Specialists (Wealth Strategies, Investment, Trust, Tax, Operations, Legal, Compliance, Marketing), and External Service providers (accountants, attorneys, custodians, insurance providers)Who you areBachelors degree or 2 years experience in trust and / or investmentsProficient with Microsoft Word, Outlook, Excel, Power Point and AdobeExceptional client service commitmentStrong interpersonal, written and verbal communication skills with the ability to use these skills to communicate with high net worth clients, intermediaries and colleagues at all organizational levelsFlexibility and adaptability to meet the changing needs of our clients, Relationship Managers and Client Service ManagersStrong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given prioritiesCalifornia residents your privacy rights regarding your actual or prospective employment (https : / / us.cibc.com / en / about-us / california-consumer-privacy-act-employment.html)
This role is onsite and all applicants must reside in Georgia. There is no sponsorship or relocation assistance being offered for this role.At CIBC, we offer a competitive total rewards package. This role has an expected salary range of
65,000 - $75,000for the Atlanta, GA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.What CIBC OffersAt 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 programa 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 conditionsWhat you need to knowCIBC 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.comYou 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, 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 LocationGA-3290 Northside Pkwy, 7th Fl
Employment TypeRegular
Weekly HoursSkillsAnalytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values : Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
Salary : $65,000 - $75,000
