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Job summary

The specialist administers corporate and institutional accounts while providing accurate financial reporting and cash flow analysis. They also maintain strong client relationships by resolving inquiries and ensuring all account documentation is updated.

Job details

Job Number: J0626-0132 Category: Institutional Pension Accounting Employment Type: Full Time City: Toronto Posting Date: September 22, 2026 Closing Date: October 6, 2026 Company Information CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work. We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions. We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience. Position Overview The Specialist, Institutional & Pension Accounting administers the assigned corporate and institutional accounts and provides financial reporting according to predetermined time schedules for the less complex accounts. Responsibilities Performs cash transactions for clients by directing funds based on instructions from clients or their agents, researches and reports on account overdrafts in client accounts and analyses daily cash flow activities by reconciling security and cash balances while ensuring deadlines are met. Reports account activity for clients by preparing timely and accurate standard and specialized financial statements and reports. Develops and maintains strong internal and external client relationships by resolving less complex problems and meets deadlines and answers enquiries from clients and their agents regarding account activity. Maintains and updates source documentation and related information by assisting in implementing procedural improvements and system enhancements. Qualifications Successful completion of post -secondary program with focus on accounting or finance or equivalent training Detail oriented with good analytical and problem solving skills Experience in customer service Excellent verbal and written communication skills CIBC Mellon's Values Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward Be One Family: Challenge, empower and recognize your colleagues Take Ownership: Speak up, speak out, and make things better Job Specific Competencies The salary band for this position ranges between $44,000 - $67,000. A reasonable estimate of the pay range for this role is $50,000 - $55,000 at the time of this posting. Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity. Please note, our recruitment process may include the use of AI-assisted tools. This posting is for an existing vacancy. CIBC Mellon is committed to taking all reasonable steps to accommodate the needs of all individuals. Should you require any accommodations during the recruitment and selection process, please speak with your Recruitment Consultant.

What you’ll do

The specialist administers corporate and institutional accounts while providing accurate financial reporting and cash flow analysis. They also maintain strong client relationships by resolving inquiries and ensuring all account documentation is updated.

Requirements

Candidates must have successfully completed a post-secondary program in accounting or finance. Strong analytical, problem-solving, and communication skills are required for this role.

Listed skills

• Customer service · Preferred
• written communication · Preferred
• Problem solving · Preferred
• Financial Reporting · Preferred
• Detail-oriented · Preferred
• Accounting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Accounting
• Finance
• Financial reporting
• Cash flow analysis
• Reconciliation
• Customer service
• Analytical skills
• Problem solving
• Verbal communication
• Written communication
• Detail oriented
• Fund valuation
• Asset servicing

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative