Transfer Administrator
1 day ago
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.
Ensure the efficient and accurate input of client information to initiate transfer from other financial institution. You will perform account balancing transfers and execute money movements received via Cheques, A$M & Fundserv.
- Collaborate with internal business units to ensure exceptional service is delivered efficiently and effectively to resolve any outstanding requests.
- Manage, respond to, and process requests received through the internal mailboxes and Salesforce within set SLA.
- Review & initiate transfers with utmost accuracy & practice due diligence provided in transfer in guidelines
- Maintain telephone etiquettes to request status of transfer & investigate to resolve issues with pending transfers.
- Should be able to adapt to fast phase environment dealing with ATON, NON ATON transfers & Settlement involving Cheques, A$M & Fundserv reports.
- Require high attention to details & provide process development/innovative ideas
- Maintain excellent work relationship within team & across other teams who provide support to complete transfer.
CI Financial is an independent company offering global wealth management and asset management advisory 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.
WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines
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