Business Processing Associate
1 day ago
Job OverviewCI Financial is seeking a Business Processing Associate for our Dealer Operations team. The role focuses on timely and accurate processing of financial transaction types, analysis of trade requests, documentation, and service to internal teams, advisors, and third‑party institutions.What You Will DoConduct adequate analysis of all new financial/transactional request typesAnalyze and interpret trade requests to make sound decisions and action the request accordinglyEnsure proper documentation and appropriate authorization is obtained per company policies and procedures before processing any transactional requestsHandle set ups and/or modifications to existing/ongoing systematic transactions in accountsCommunicate with financial advisors and necessary third parties via phone, email, and fax as requiredReview daily reconciliation and data integrity reports as assignedHandle routine cleanup reports to ensure all client information is accurately reflected in our recordsAssist with special projects during peak periods as assigned and contribute to ongoing initiatives undertaken by the departmentParticipate in User Acceptance Testing when requiredWhat You Will BringMinimum 1+ years of experience in an administrative position or Operations back‑office environmentHigh school diploma is the minimum requirementPost‑secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an assetAbility to work well under pressure and within time constraintsExcellent analytical and problem‑solving skillsExcellent written and verbal communication skillsKeen attention to detailUnderstanding of investing fundamentals and/or Mutual Funds is considered an assetCompletion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an assetStrong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an assetPrior data entry/financial transaction processing experienceExtensive knowledge of industry back‑office or Operations practicesWorking ConditionsOvertime may be required during peak periodsBenefitsModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced Group BenefitsParental Leave Top‑Up ProgramFitness Membership DiscountsPaid Volunteer DaySalary range $34,320 to $58,500. Base salary depends on experience, skills, education, and budget.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. #J-18808-Ljbffr
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Business Processing Associate
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Toronto, Canada CI Financial Full timeOverviewJoin to apply for the Business Processing Associate role at CI Financial. CI is dedicated to creating a safe workplace where employees can voice ideas, grow through challenging work, and participate in innovative projects while receiving support and engagement.We are currently seeking a Business Processing Associate to join our Dealer Operations...
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