Part Time Office Service Associate

11 hours ago

Brockville ON, Canada CI Financial Full time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a Service Associate to join our team in Brockville and support the operations and administration of a Financial Advisor at Assante Capital Management. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team. This is a client-facing role that requires strong interpersonal skills and a commitment to delivering exceptional service to our clients.

A minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.
Post-secondary education.
Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
Familiarity with DocuSign, and Salesforce is a plus.
Strong analytical, administrative, problem-solving, and organizational skills.
Liaise with Assante back office on transfers, administration issues, and maintenance tasks.
Assist with coordinating digital marketing.
Be the first point of contact for new National Account clients and triage with the appropriate CI Assante resources.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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. Training Reimbursement
· Corporate Discount Program
· Parental Leave Top–up program
· We are focused on building a diverse and inclusive workforce. 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.

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