CI Financial is an independent company offering global wealth management and asset management advisory services. They are currently seeking a Business Processing Associate to join their Client Experience team, responsible for ensuring the timely and accurate processing of financial transactions and providing excellent service to internal teams and third-party institutions.
Responsibilities
- 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
Skills
- Minimum 1+ years of experience in an administrative position or Operations back-office environment
- High school diploma is the minimum requirement
- 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
- Prior data entry/financial transaction processing experience
- Extensive knowledge of industry back-office or Operations practices
- Post-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset
- 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
Benefits
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays and vacation time
Company Overview
CI Financial provides global wealth and asset management advisory services. It was founded in 1965, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.cifinancial.com/ci-financial/.
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