Family Office Administrator

Family Office Administrator

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

What you'll be doing

The Family Office Administrator holds a critical role within the CIBC Family Office team. The primary purpose is to provide operational and tactical support to the MD and the Region Heads, ensuring the achievement of regional operational goals. The role coordinates and implements multiple management functions associated with the region's daily business, delivering high-level service to internal and external clients through effective consulting with leadership and internal partners. In addition, a key element of this role is supporting the MD's national focus on building strategic partnerships across CIBC Capital Markets, Commercial Banking, Private Banking, Wood Gundy/PIC, and Imperial Service to drive new business to CIBC. The Administrator is responsible for capturing, analyzing, and presenting data that enables the MD to track and measure partnership success and present results to senior leadership.

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.

How you'll succeed

• Business Enablement & Administration - Understand national and regional business goals, objectives, and operating environment; develop and implement plans to enable the business to meet goals and objectives. Track and conduct follow-up on regional business initiatives, ensuring timely implementation and reporting requirements are met. Act as the single point of contact for all regional administrative activities. Manage day-to-day administrative activities in support of the Managing Director and Region Heads. Develop administrative procedures and processes as needed. Manage headcount and the allocation of human resources across the region. Oversee office business processes and act as a resource for business management issues (e.g., facilities/equipment procurement). Build strong partnerships with key support groups and business partners.
• Data Capture, Reporting & Analysis - Capture, track, and analyze partnership and client data across CIBC Capital Markets, Commercial Banking, Private Banking, Wood Gundy/PIC, and Imperial Service to support Family Office growth. Develop and maintain reporting structures and dashboards that enable the MD to monitor strategic partnership effectiveness, client acquisition, and business development initiatives. Present data and insights in a clear, actionable format for senior leadership review, supporting measurement of success and decision-making. Ensure regular contact with relationship managers and partners to collect relevant information for reporting and analysis. Proactively identify and recommend improvements to data capture and reporting processes, leveraging CRM systems and tools such as Salesforce, Excel, and PowerPoint. Coordinate with all levels of the organization to ensure tracking information and client opportunities are available to senior Wealth leadership in a prompt and accurate fashion.
• Research & Special Projects - Conduct research and analysis on behalf of the MD and Region Heads as it relates to special projects that may influence strategic and/or operational initiatives. Analyze industry trends and client data to identify opportunities for attracting and retaining UHNW clients. Support the MD in developing strategies to earn new business and deepen existing client relationships.
• Communication & Relationship Management - Serve as the primary point of contact and conduit for the flow of communication for the region. Collaborate with partners (Finance, HR, Compliance, Business Risk, Technology, Marketing, Product, Corporate Real Estate, Training & Development) to meet job requirements and resolve business issues. Champion CIBC's values and provide support consistent with the highest quality standards and CIBC objectives.
• Operational Problem Solving - Resolve routine operational problems by investigating, analyzing, and providing informed opinions or recommendations. Modify established procedures and approaches to suit specific situations and escalate issues as required.

Who you are

• You have a Bachelor's degree, which is a requirement for this role.
• You can demonstrate experience in the banking industry.
• You give meaning to data. You have experience with data capture, analysis, and reporting to senior management. You take a proactive approach to understanding and applying technological advances, including AI, to daily business. You have strong technical skills in Microsoft Office (Word, Excel, PowerPoint), CRM systems (e.g., Salesforce), and data presentation tools.
• You have strong organizational and administrative skills at a senior level with the ability to handle multiple requests and varying degrees of priority. You are resourceful and exercise creative problem-solving skills.
• You are a strong communicator. You have exemplary interpersonal and communication skills to interact with a wide range of individuals. You have the ability to present complex information in a clear, actionable manner.
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You use developed influential skills to promote and elicit cooperation and consensus.
• Values matter to you. You bring your real self to work, and you live our values trust, teamwork and accountability.

What CIBC Offers

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 work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• 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.

*Subject to plan and program terms and conditions

What you need to know

• 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. If you need accommodation, please contact View email address on click.appcast.io.
• 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.

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Analytical Thinking, Client Service, Customer Experience (CX), Interpersonal Communication, Operational Efficiency, Work Collaboratively