Financial Operations Specialist

5 days ago


Toronto, Ontario, Canada CI Financial Full time
Job Responsibilities
  • Onboarding Relationship Management: Manage all aspects of the onboarding relationship for new advisors and branches including weekly and ad-hoc calls, training on paperwork and processes, and responding to inquiries with a high level of service.
  • Transaction Processing: Process new accounts, client updates, and non-financial transactions, as well as financial transactions such as setting up/updates of fee groups, systematic plans, transfers, and fee processing.
  • Documentation Review: Review all documentation to ensure it's in good order prior to processing through the dealer back office system or forwarding to the fund company.
  • Quality Control: Ensure accuracy and attention to detail in all work, monitored through our Quality Control process.


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