Estate Administrator

4 months ago

Toronto, 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.

JOB OVERVIEW

WHAT YOU WILL DO
- Complete ad-hoc outgoing or incoming EFT and wires to/from the client’s financial institution. Ensure EFT in/out are reflected on both RBC Express payment activities reports, as well as internal Back Office systems (PARIO/BMS) via journal entries
- Process all cash and positions internal transfer movements between client accounts held within CIIS
- Taking ownership in ensuring the process of death settlements are complete in a timely manner. Coordinating and collaborating with internal business units to ensure exceptional service is delivered efficiently and effectively
- Conduct adequate due diligence and analysis of all financial/transactional request types/ Ensuring proper documentation and authorization is obtained prior to processing.
- Manage, respond to, and process requests received through the internal “Estate” mailbox, Salesforce, and Gateway within set SLA.
- Participate in User Acceptance Testing when required
- Handle set ups and modifications to existing/ongoing systematic transactions
- Handle cleanup reports to ensure all client information is accurately reflected in our records
- Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department. Ad hoc duties relevant to the position shall be assigned as required

WHAT YOU WILL BRING
- At least 1 year of experience in the Administrative/Operations/Back-office environment of a Financial Services company or similar capacity is preferred.
- Post Secondary degree in Business, or relevant field of study or equivalent related business experience in the financial services industry.
- Completion or Progress on financial services designations and certifications such as PFP, CFP, IFIC, CSC, CPH or other related courses an asset.
- Progress or completion STEP Designation or Certificate in Estate and Trust Administration is preferred.
- Experience with CDS, ATON and/or DTC an asset.
- Strong communication skills, both verbal and written.
- Proficient with MS Office Suite (Word, Excel, and Outlook).
- Self-initiated, fast learner with a positive attitude.
- Organized, detail oriented, and hardworking character.
- Ability to work in a fast-paced and challenging environment.
- Excellent analytical and problem-solving skills.
- Understanding of investing fundamentals and/or Mutual Funds is considered an asset.
- Strong understanding of Registered Products (RRSP, RIF, TFSA, LIRA, LIF, RESP), Estate/Death Settlement is preferred.
- Prior data entry/financial transaction processing experience.
- Extensive knowledge of industry back-office or Operations practices.

WORKING CONDITIONS
- Overtime may be required during peak periods

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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