Family Office Associate

4 weeks ago

Atlanta, Georgia, United States CIBC Full time

We are seeking a highly skilled and detail-oriented Family Office Associate to join our team at CIBC. As a key member of our Private Wealth group, you will be responsible for providing exceptional client service and administrative support to our high net worth clients.

Key Responsibilities:

  • Initiate and fulfill cash management requests, including transaction review and verification of proper processing
  • Execute ad hoc bill-paying and set up of recurring payments
  • Research and resolve overdraft situations
  • Manage all aspects of gifting, including cash, in-kind, gift letters, and Crummey letters
  • Assist clients with CIBC Private Wealth Investor Dashboard
  • Manage clients' quarterly tax payments and annual IRA contributions/RMDs
  • Prepare new account packets and open new accounts & sub-accounts
  • Coordinate asset transfers and manage cost basis updates on securities
  • Review fee collections and resolve collection issues
  • Complete first review of administrative reviews
  • Maintain/update client personal and account data on internal systems and files
  • Manage preparation of presentation materials for client meetings
  • Prepare customized client reports, such as cash flow analysis and cash projection reports
  • Assist with tax coordination, including interaction with tax preparers
  • Escalate issues when appropriate and offer solutions to problems
  • Develop understanding of individual client circumstances for assigned client relationships
  • Participate in client and internal meetings as directed by Family Office Executives
  • Master knowledge of client account holdings, requirements, and operations
  • Provide administrative support, including answering telephones, preparing correspondence, maintaining files, and maintaining mailing lists
  • Act as back-up for Family Office Executive, Senior Relationship Manager, and other Family Office Administrators
  • Mastery of the following systems: One SEI, ORS, Revport
  • Provide integral support for client service teams and special projects
  • Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities
  • Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement
  • Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome, and looking for ways to improve

Requirements:

  • Bachelor's degree or 2+ years of experience in trust and/or investments
  • Proficient with Microsoft Word, Outlook, Excel, PowerPoint, and Adobe
  • Exceptional client service commitment
  • Strong 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 levels
  • Flexibility and adaptability to meet the changing needs of our clients, Relationship Managers, and Client Service Managers
  • Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities

About CIBC:

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 provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-

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.

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