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About the Role

This position will be responsible for various administration and processing activities for estate settlements. The candidate will ensure all information and documentation is received in good order, process financial transactions accurately and timely, and respond to advisor inquiries within established service level agreements. The role also involves participating in implementing new developments to the current operation.

Responsibilities

Completes ad-hoc outgoing or incoming EFT and wires, ensuring they are on payment reports and internal Back Office systems via journal entries.
Processes all cash and securities position movements on deceased client accounts.
Takes ownership in ensuring the process of death settlements is complete in a timely manner, coordinating and collaborating with internal business units for efficient and effective service delivery.
Conducts adequate due diligence and analysis of all financial/transactional request types, ensuring proper documentation and authorization is obtained prior to processing.
Manages, responds to, and processes requests received through the “Estate” mailbox and CRMs within set SLAs.
Participates in User Acceptance Testing when required.
Communicates with financial advisors and necessary third parties via phone, email, Message serv, and/or fax when required.
Handles cleanup reports to ensure all client information is accurately reflected in records.
Assists with special projects during peak periods as assigned and contributes to ongoing initiatives undertaken by the department.
Ad hoc duties relevant to the position shall be assigned as required.

Requirements

Bachelor’s degree or job-related experience.
1-5 years of experience in the Financial Services industry (including internships) in an Administrative/Operations environment or similar capacity is preferred.
Self-initiated, fast learner with a positive attitude.
Attention to detail and organization skills with the mindset of how to make the team more efficient and effective.
Strong soft skills including verbal and written communication, people, organizational, and client service skills.
Ability to adapt to a rapidly changing business and technology environment.
Excellent analytical and problem-solving skills.
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Strong understanding of Registered Products (RRSP, RIF, TFSA, LIRA, LIF, RESP), Estate/Death Settlement is preferred.
Extensive knowledge of industry back-office or Operations practices.
Prior data entry/financial transaction processing experience.
Understanding of investing fundamentals and/or Mutual Funds is considered an asset.

Skills

Verbal communication
Written communication
People skills
Organizational skills
Client service skills
Analytical skills
Problem-solving skills
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Data entry
Financial transaction processing

Location

Onsite

Work Type

Onsite (four days per week)
Full-time

Experience Level

1-5 years

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

$42,500 to $71,000
Potential for bonus program participation

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
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 asset management advisory services through diverse financial services firms.
Since 1965, CI has consistently anticipated and responded to the changing needs of investors.
CI is driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
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.
CI offers an in-office environment, competitive benefits, and a supportive workplace to help employees thrive both personally and professionally.

Equal Opportunity

CI Financial Corp. and all of its 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.