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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. The team takes great pride in providing high quality service for clients under the Assante Private Client and CIPW platforms.
Responsibilities
- Ensure that all requests are acted on in a timely, efficient and accurate manner
- Handle a fast paced and demanding area with expectations of same day service for requests regularly in excess of $1M
- 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
- 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
- Must have a service-oriented mindset
- High accuracy and attention to detail
Skills
- Proficiency in MS Excel
- Proficiency in MS Word
Location
- Onsite
Work Type
- In-office
- Full-time
Experience Level
- 2+ years of prior experience is an asset
Education Level
- Post-secondary Education
- Enrollment or completion of CSC and/or IFIC Operations course would be an asset
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
- 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 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.