Overlay Portfolio Administrator (12 Month Contract)

CIBC • Toronto, ON

5d • Onsite

About The Position

The Overlay demonstrates strong technical and system knowledge to review and analyze data to ensure quality assurance of transactions and maintain customer satisfaction. In addition, the role assists in the management of day-to-day operation and overall efficiency of the unit, while seeking opportunities to streamline existing processes and procedures. This is a 12-month contract opportunity. At CIBC, we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

• Strong technical and system knowledge.
• Ability to review and analyze data to ensure quality assurance of transactions.
• Ability to assist in the management of day-to-day operations and overall efficiency of the unit.
• Ability to seek opportunities to streamline existing processes and procedures.
• Comfortable with phone conversations and phone etiquette.
• Able to navigate many varied systems and is technically savvy.
• Experienced with multi-tasking and working in fast-paced, often-changing environment.
• Experience working in a team where processes and procedures are changing and updating.
• Detail-oriented.
• Legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.

Nice To Haves

• Familiarity with CIBC products; bank accounts; credit cards; lending; investments; mortgages, etc.
• Familiarity with systems such as COINS, ECIF, CORFAX, CORE, ADP Broadridge.

Responsibilities

• Work collaboratively with Banking Centre employees and support Executors and estate beneficiaries on all aspects of the estate of a deceased client.
• Escalate to banking Centre employees all issues that may impact the ongoing client relationship.
• Develop strong relationships with banking Centre employees to build sustained confidence in order to improve the overall client experience during what could be a very difficult and sensitive time in the client’s life.
• Complete all necessary activities related to the processing of all parts of an estate.
• Act as the Subject Matter Expert on dealing with the estate of a client and the various product requirements to settle the deceased client’s estate.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed