Job Description About Cidel

Cidel Is a Canadian-based Global Private Bank And Asset Manager. We Help High Net Worth Individuals, Families And Institutions Protect And Grow Their Wealth. Our Expertise Spans Three Well-integrated Service Areas

• Asset Management,
• Planning, Structuring & Trust, and
• Specialized banking.

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Description Are you a positive-thinking self-starter with a proven record of getting things done? Cidel is seeking a Trust Administrator who thrives in a collaborative environment, excels in supporting Trust Officers, and embraces new challenges with energy and drive. Your meticulous attention to detail, strong communication skills, and commitment to administrative excellence will be key as you help manage a diverse portfolio of Trust and Estate accounts. This role offers the opportunity to make a meaningful contribution to our team’s success and play an essential role in delivering outstanding client service.

Areas Of Focus Will Include

• Assists Trust Officers with Trust and Estate Administration – preparation of various statements, letters, annual review forms and other documents as well as pro-actively moving accounts through this process.
• Maintain timely written, verbal, and electronic communication with internal and external contacts, where required.
• Assists Trust Officers in ensuring all trust administration is carried out in accordance with the terms of governing documents, relevant legislation, client needs, and group policy.
• Provides excellent service to clients and other team members and understands the need for operational efficacy.
• Assists Trust Officers in responding to client queries
• Ensures all account information on internal systems is up to date, complete, and accurate.
• Makes effective use of all support groups to ensure efficient administration and quality client service.
• Assists other Cidel group team members in various Trust and Estate related activities.

Requirements

• Understanding of relevant legal terminology and concepts
• Post-secondary education or equivalent.
• 2 - 5 years’ experience working in trust industry, trust investments, legal, or client services.
• Excellent written/verbal/electronic communication skills
• Ability to work effectively with others and perceived as a professional business partner with clients and co-workers
• Ability to resolve issues and aspects of administration independently

Relevant Skills

• Able to work with minimal supervision
• Ability to work effectively with others and to be perceived by others as a team player
• Exhibits sound judgement and decision-making abilities
• Able to work under pressure to meet deadlines
• Excellent organization skills and attention to detail
• Proactively pursues continuous learning and expanding knowledge

Please apply via Bamboo

Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.

We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.