Estate Planning Specialist Assistant-Bilingual
Description
The Estate Planning Assistant supports Head Office and Estate Planning Specialists with administrative, sales, and marketing tasks. Key responsibilities include obtaining insurance quotes, providing ongoing client service, and assisting with various projects.
What We're Looking For
Review life insurance applications, change forms, and other documents for completeness and accuracy.,Forward original life insurance applications and related documentation to the insurance company.,Organize and request underwriting requirements.,Maintain accurate and complete client files.,Distribute client anniversary statements and notifications to Investment Advisors.,Follow-up with Investment Advisors to ensure timely client service and reviews.,Respond to client inquiries or direct them to appropriate staff.,Prepare insurance illustrations using provided software.,Complete electronic and paper insurance applications.,Obtain 'special' or 'enforce' insurance illustrations from carriers.,Plan and organize seminars, lunch and learns, workshops, and product launches for clients.
Ideal Candidate
1-2 years of experience in the insurance industry.,Must be insurance licensed to discuss insurance-related items with clients.
Hard Skills
Soft Skills
Work Hours
20 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s) and possess a valid work or study permit.,May be required to complete an attribute-based assessment and other skills tests (e.g., simulation, coding, French proficiency).
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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