Institutional Financial Processing Administrator

6 days ago


Toronto, Canada CI Financial Full time

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.

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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

JOB OVERVIEW
- WHAT YOU WILL DO
- Process trades and non-financial updates for our Institutional line of business
- Process trades and non-financial updates for our clients invested in our Alternative Investment product lines
- Use critical thinking skills to Investigate, analyze, and resolve issues
- Handle escalated issues and ensure regular follow up and prompt resolution is achieved
- Provide prompt and courteous service to internal partners, such as our Relationship Managers, Client Service, Compliance, etc.
- Provide prompt and courteous service to our end clients
- Review daily integrity reports and support team with quality control efforts
- WHAT YOU WILL BRING
- Post-secondary education in Business or a related discipline
- 2+ years experience within the financial services industry in an administration/service role
- Mutual funds/securities knowledge and related industry courses (CFA, CSC, etc.) is an asset
- Bilingualism in French and English would be a definite asset
- Strong analytical, organizational, time management, customer service and communication skills (both written and verbal), combined with a high accuracy and attention to detail
- Self-motivated with the ability to work under pressure with demanding workloads and under mínimal supervision
- WHAT YOU CAN EXPECT FROM US
- Collaborative and friendly team environment
- Opportunities to develop and grow within the company
- Health and Wellness programs including discounted corporate fitness membership and nutritional seminars
- Modern, conveniently-located facilities
- Community involvement including OneWalk to Conquer Cancer, Bay Street Hoops and more
- #IND
- #LI-HYBRID
- #LI-AR1

416-364-1145 ext. 4747
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