Business Processing Associate
4 weeks ago
OverviewJoin 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 team. The successful candidate will ensure timely and accurate processing of various financial transaction types, analyze trade requests deemed “not in good order,” and ensure all information and documentation are received in good order for processing. The role also requires providing prompt and courteous service to internal teams, advisors, and third-party institutions as assigned.What you will doConduct adequate analysis of all new financial/transactional request typesAnalyze and interpret trade requests to make sound decisions to action the request accordinglyEnsure proper documentation and appropriate authorization is obtained as 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, Message service and/or 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 communications 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 periodsCI Financial is an independent company offering global wealth management and asset management advisory services. 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 high-quality investments and advice. Our employees thrive in a fast-paced environment that encourages continuous learning and willingness to go the extra mile.What we offerModern 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 DayCI Financial is committed to fair and accessible employment practices and provides reasonable accommodations for persons with disabilities. If you require accommodations to apply, please let us know. #J-18808-Ljbffr
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Business Processing Associate
4 weeks ago
Toronto, Canada CI Financial Full timeJob 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...
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Business Processing Associate
6 days ago
Toronto, Canada CI Financial Corp. Full timeDescription 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...
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Business Processing Associate
1 week ago
Toronto, Ontario, Canada CI Financial Full timeDescriptionAt 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...
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Associate, Business Process Re-Engineering
3 weeks ago
Toronto, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Associate, Business Process Re-Engineering Requisition ID: 243686 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Role As an Associate within the Business Process Re-Engineering team, you are a team builder and a problem solver by nature who can connect...
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Associate, Business Process Re-Engineering
3 weeks ago
Toronto, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Associate, Business Process Re-Engineering Requisition ID: 243686 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Role As an Associate within the Business Process Re-Engineering team, you are a team builder and a problem solver by nature who can connect...
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Associate, Business Process Re-Engineering
3 weeks ago
Toronto, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Associate, Business Process Re-Engineering Requisition ID: 243686 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Role As an Associate within the Business Process Re-Engineering team, you are a team builder and a problem solver by nature who can connect...
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Associate, Business Process Re-Engineering
3 weeks ago
Toronto, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Associate, Business Process Re-Engineering Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Role As an Associate within the Business Process Re-Engineering team, you are a team builder and a problem solver by nature who can connect...
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Bilingual Business Processing Associate
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Toronto, Canada CI Financial Corp. Full timeDescription 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...
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Toronto, Ontario, Canada The Canada Life Assurance Company Full time $63,500 - $117,400Permanent Full Time -The Canada Operations & Business Enablement team is looking for a Business Process Re-engineering, Associate Manager. Reporting to the Director Operational Excellence, The Associate Manager is responsible for rethinking and radically redesigning of business processes to achieve drastic improvements in performance, efficiency, and...
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Business Processing Associate
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Toronto, Canada KAR Global Full timeWho we are: - We fuel the entrepreneurial dream in our community_. For more than 30 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our...
