Claire Olejniczak
Notaire Et Conseillère Principale, Successions Et Fiducies Notary and Senior Trust and Estate @CIBC
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WORK HISTORY
Notaire Et Conseillère Principale, Successions Et Fiducies Notary and Senior Trust and Estate @CIBC
Montreal, QC, CA
Carry out client interview sessions (covering the whole province of Quebec)Participate with advisors in client / prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to CIBC Trust Corporation.Proactively identify new business and referral opportunities.Maintain and report an accurate and complete record of activities and results.Work with advisors in identifying appropriate opportunities
EDUCATION
Université de Picardie Jules Verne (UPJV)
DEUG
Université de Montréal
Master's degree
Université de Montréal
Bachelor's degree
ABOUT CLAIRE OLEJNICZAK
Prise en charge totale de l’étude notariale et des clients− Gestion du volet juridique et du volet administratif− Gestion des dossiers− Rédaction d’actes notariés et signatures desdits actes− Préparation des factures− Gestion du compte en fidéicommis− Comptabilité en fidéicommis mensuelle− Fermeture des dossiers
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