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.
JOB OVERVIEW
We are currently seeking an Account Administration Associate. In this role, the successful candidate will be responsible for providing administrative support with the utmost sense of urgency and exceptional accuracy on all Financial and Non-Financial requests received from clientele. Areas of responsibility may include Debits/Credits, New Accounts, Estates, Transfers among other desks.
WHAT YOU WILL DO
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Conduct adequate analysis and process all new financial/transactional request types
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Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests
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Able to handle a fast paced and demanding area. Requests are expected to be handled with care while providing same day service.
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Ensure all internal and custodian compliance procedures are adhered to.
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Resolve inquiries from internal departments in an efficient and professional manner
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Recognize potential issues and report to management immediately for further escalation
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Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department
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Must be flexible and able to work overtime during specific times of the year (i.e. RSP season, year end)
WHAT YOU WILL BRING
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Post-secondary Education (preferably with a focus in Business or Accounting)
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Enrollment or completion of CSC and/or IFIC Operations course would be an asset
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Proficiency in MS Excel and MS Word
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Ability to work well under pressure and within time constraints
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Excellent analytical and problem-solving skills
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Keen attention to detail
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Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset
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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.
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 [email protected], or call 416-364-1145 ext. 4747.
Top Skills
What We Do
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing
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