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About the Role

Provide administrative support with the utmost sense of urgency and exceptional accuracy on all Financial and Non-Financial requests received from high net worth clientele. Areas of responsibility may include Debits/Credits, New Accounts, Estates, Transfers among other desks. Our team takes great pride in providing high quality service for our clients under the Assante Private Client and Stonegate platforms.

Responsibilities

Ensure that all requests are acted on in a timely, efficient and accurate manner
Handle a fast paced and demanding area where requests are regularly in excess of $1M and expectations are of same day service
Ensure all internal and custodian compliance procedures are adhered to
Develop and maintain a good working relationship with custodians as well as internal departments
Resolve inquiries from internal departments in an efficient and professional manner
Recognize potential issues and report to management immediately for further escalation
Assist in special projects and other Private Client desks if required
Be flexible and able to work overtime during specific times of the year (i.e. RSP season, quarter end)
Clearly communicate not-in-good-order items to the PC Service team

Requirements

Post-secondary Education
Enrollment or completion of CSC and/or IFIC Operations course would be an asset
Mutual Funds experience is an asset
2+ years of prior experience is an asset
Related industry courses would be a definite asset
Ability to think outside the box and big picture
Proficiency in MS Excel and MS Word
Must have a service-oriented mindset
High accuracy and attention to detail

Location

Onsite

Work Type

In-office

Education Level

Post-secondary Education

Salary/Compensations

$42,500 to $71,000

Benefits

Eligible for participation in a bonus program
Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays and vacation time
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

About the Company

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

Equal Opportunity

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.
We are focused on building a diverse and inclusive workforce.