Business Processing Administrator

Description

At CI, concurrently a safe-space for everyone’s voice, people are empowered to take ownership over meaningful work, grow by stretching themselves, work on innovative products and projects, and are supported and engaged in doing so.

In this role, the successful candidate will support our dedicated teams within the back‑office and account administration functions. The candidate will support our Client Experience team and, by extension, our registered Portfolio Manager and Investment Broker clients. The Client Experience Team is the ‘go to’ for our clients; the corresponding relationship is based on trust in our expertise and ability to support them effectively.

We are looking for someone who works calmly in a fast‑paced environment and ensures work is completed in a timely fashion. This is an entry‑level role that is primarily non–client facing with ample room for career growth.

• Processing and review account openings
• Journal entry and other trade‑related administrative tasks
• Processing client account updates and related tasks
• Registered income account updates
• Registered accounts Processing (includes RESP, RDSP etc.)
• Processing and following up on internal and external asset transfers
• RESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP Breakdown
• Unlocking of locked‑in accounts (LIRA, LRSP, LIF etc.)
• Pending Close/Freeze account and balances write‑offs

• Previous experience in the Mutual Fund industry and/or customer service role is preferred
• Post‑secondary education
• Knowledge of Back Office functions
• Ability to prioritize effectively and work efficiently and independently to meet daily deadlines
• Detail‑oriented, extremely self‑motivated and dedicated, and a good team player
• Fluency in English (verbal and written)
• Excellent communication and interpersonal skills
• Proficiency with MS Office applications
• Ability to thrive in a growing/dynamic environment
• Canadian Securities Course, IFIC, PFP and other industry courses would be an asset
• Comfort in using and learning new software systems

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top‑up program
• Fitness membership discounts
• Volunteer Paid Day

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest‑quality investments and advice. Our commitment to the highest levelsБул of performance means that whatever their position, CI employees must be comfortable in a fast‑paced environment that will stretch them to tap into their highest potential.

Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $34,320 to $58,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may էջ vary based on geographic location. In addition שעל base salary, this position is eligible for participation in a bonus program. The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education‑related programs, paid holidays and vacation time, and many others.

Many of these benefits are subsidized or fully paid for by the company.

We Cavossfocused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.

If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process, please contact us at , or call 416‑364‑1145 ext. 4747.

• Mid‑Senior level

• Other

• нение Administrative