Business Processing Associate

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

POSITION

OVERVIEW

We are currently seeking a Business Processing Associate to join our Client Experience team. In this role, the successful candidate will be responsible for ensuring the timely and accurate processing of various financial transaction types, for analyzing trade requests deemed “not in good order” and for incorporating the necessary steps to ensure all information and documentation is received in good order for processing.

The incumbent is also responsible for providing prompt and courteous service to internal teams, to our advisors and/or to third-party institutions depending on the assigned task. This role will be a mostly in office opportunity reporting into the Calgary office four days per week to support collaboration and business needs.

WHAT YOU WILL DO

Conduct adequate analysis of all new financial/transactional request types

Analyze and interpret trade requests to make sound decisions to action the request accordingly

Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests

Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts

Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required

Review daily reconciliation and data integrity reports as assigned

Handle routine cleanup reports to ensure all client information is accurately reflected in our records

Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department

Participate in User Acceptance Testing when required

WHAT YOU WILL BRING

Minimum 1+ years of experience in an administrative position or Operations back-office environment

High school diploma is the minimum requirement

Post-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset

Ability to work well under pressure and within time constraints

Excellent analytical and problem-solving skills

Excellent written and verbal communications skills

Keen attention to detail

Understanding of investing fundamentals and/or Mutual Funds is considered an asset

Completion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an asset

Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset

Prior data entry/financial transaction processing experience

Extensive knowledge of industry back-office or Operations practices

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 levels 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.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

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

Paid time off for Volunteering

We are focused 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.