Estate Planning Assistant Victoria BC

CIBC • Victoria, BC

11d • Onsite

About The Position

You’ll join a team that goes above and beyond for their clients. The Estate Planning Assistant is accountable for supporting Head Office and Estate Planning Specialists in all areas of administration, sales and marketing. Key Accountabilities include obtaining insurance quotes, ongoing client service and supporting other projects as assigned. 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 Monday through Friday. 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 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. 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. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 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. 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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Requirements

• Proven experience in customer service, estates and sales
• A degree/diploma in Business
• License Qualification Program (LLQP) certification or are open to obtaining
• Understand that success is in the details
• Notice things that others don't
• Critical thinking skills help to inform your decision making
• Put our clients first
• Engage with purpose to find the right solutions
• Go the extra mile, because it's the right thing to do
• Bring your real self to work and you live our values – trust, teamwork

Responsibilities

• Obtaining insurance quotes
• Ongoing client service
• Supporting other projects as assigned
• Review all life insurance applications, change forms or other documents for completeness and accuracy
• Forward original life insurance applications and related documentation to the insurance company
• Organize & request any underwriting requirements requested by the underwriter
• Maintain accurate and complete client files
• Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis
• Follow-up with the Investment Advisors to ensure timely service and reviews are provided to the client when policy anniversary statement and lapse/late payment offer notifications are generated
• Respond to client enquiries or direct to the appropriate staff member (must be insurance licensed in order to discuss any insurance related items with clients)
• Prepare insurance illustrations using software provided by each life insurance company
• Obtain “special” or “inforce” insurance illustrations from the insurance carriers as requested
• Plan and organize seminars, lunch and learns, workshops and product launches for clients

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees