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About the Role
The Business Processing Associate will ensure timely and accurate processing of financial transactions, analyze trade requests, and provide prompt service to internal teams, advisors, 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
Requirements
- Minimum 1+ years of experience in an administrative position or Operations back-office environment
- Prior data entry/financial transaction processing experience
- Extensive knowledge of industry back-office or Operations practices
- 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
Skills
- 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
Location
- Toronto
Work Type
- In-office
Experience Level
- 1+ years of experience
Education Level
- High school diploma
- Post-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset
Salary/Compensations
- $34,320 to $58,500
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays and vacation time
- 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
- We are focused on building a diverse and inclusive workforce.
- 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.