Business Processing Associate
2 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
3 weeks ago
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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Business Processing Associate
7 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 so.We...
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Toronto, Canada Canada Life Full timeAssociate Manager Business Process Re-engineering Permanent 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 business processes to achieve drastic...
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Bilingual Business Processing Associate
4 weeks ago
Toronto, Canada None Full timeAt 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...
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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 Process Management
1 week ago
Toronto, Canada myGwork - LGBTQ+ Business Community Full timeBusiness Process Management (BPM) Engineer Join to apply for the Business Process Management (BPM) Engineer role at myGwork – LGBTQ+ Business Community. Fitch's Technology & Data Team is a dynamic department where innovation meets impact. Our team includes the Chief Data Office, Chief Software Office, Chief Technology Office, Emerging Technology, Shared...
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Business Process Management
1 week ago
Toronto, Canada myGwork - LGBTQ+ Business Community Full timeBusiness Process Management (BPM) Engineer Join to apply for the Business Process Management (BPM) Engineer role at myGwork – LGBTQ+ Business Community . Fitch's Technology & Data Team is a dynamic department where innovation meets impact. Our team includes the Chief Data Office, Chief Software Office, Chief Technology Office, Emerging Technology, Shared...
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Business Process Management
1 week ago
Toronto, Canada myGwork - LGBTQ+ Business Community Full timeBusiness Process Management (BPM) Engineer Join to apply for the Business Process Management (BPM) Engineer role at myGwork – LGBTQ+ Business Community. Fitch's Technology & Data Team is a dynamic department where innovation meets impact. Our team includes the Chief Data Office, Chief Software Office, Chief Technology Office, Emerging Technology, Shared...
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Process Associate
1 week ago
Greater Toronto Area, Canada 1Courier Inc Full time $40,000 - $60,000 per yearCompany Description1Courier Inc. is committed to providing high-quality and efficient courier services by connecting clients with community-based drivers. Our mission is to deliver affordable, fast, and reliable solutions tailored to modern, fast-paced lifestyles. We emphasize innovation and sustainability by implementing eco-friendly delivery systems....
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Business Process Specialist
3 weeks ago
Toronto, Canada Cpus Engineering Staffing Solutions Inc. Full timeWe are currently requesting resumes for the following position: Business Process Specialist Resume Due Date: Thursday, February 27, 2025 (5:00PM EST) Job ID: 25-027 Number of Vacancies: 1 Level: MP4 Duration: 9 Months Hours of work: 35 Hours per week Location: 1855 Energy Drive, Courtice Work Mode: Hybrid – 2 days remote Job Overview Business...
