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About the Role
The Senior Business Processing Associate will serve as the subject matter expert and internal escalation point for a group of administrators, ensuring the timely and accurate processing of financial and non-financial transactions. This role involves monitoring team queues to meet SLAs, escalating risks, and providing prompt service to internal teams, advisors, and third-party institutions.
Responsibilities
- Serve as the main point of contact for assigned Client Experience team processing tasks.
- Monitor team queue to ensure efficient workload assignment.
- Assist in training internal team members on various queues.
- Conduct analysis of new financial/transactional request types.
- Analyze and interpret trade requests to make sound decisions.
- Ensure proper documentation and authorization are obtained before processing requests.
- Communicate with financial advisors and third parties via phone, email, Message serv, and/or fax.
- Review daily reconciliation and data integrity reports.
- Handle routine cleanup reports to ensure accurate client information.
- Assist with special projects during peak periods and contribute to ongoing initiatives.
- Participate in User Acceptance Testing when required.
Requirements
- Minimum 3+ 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
- In-office
Work Type
- Onsite (four days per week)
- Overtime as required
Experience Level
- Senior
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
- $42,500 to $71,000
- May be eligible for participation in a bonus program
Benefits
- 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.
- 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.