Support estate planning administration at CIBC through insurance documentation, client service, and detailed file management. Work on-site full-time Monday through Friday.
As an Estate Planning Assistant, you will support Head Office and Estate Planning Specialists across administration, sales, and marketing. Your work includes reviewing life insurance documents, coordinating underwriting requirements, and maintaining client files. You will also support ongoing client service and insurance-related projects.
Key Responsibilities:
- Review life insurance applications and change forms for completeness
- Forward original applications and documentation to insurance companies
- Organize underwriting requirements requested by underwriters
- Maintain accurate and complete client files
- Support assigned administration, sales, and marketing projects
Requirements:
- Proven experience in customer service, estates, insurance, and sales
- Business degree or diploma
- LLQP certification or willingness to obtain within twelve months
- Strong critical thinking and attention to detail
- Client-first approach and high relationship standards
Apply your insurance administration, critical thinking, and client service strengths supporting CIBC's estate planning specialists and clients.
Estate Planning Administration Assistant in Toronto employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
