Financial Operations Fee Processing Specialist

1 month ago

Toronto, Ontario, Canada CI Financial Full time
Job Description

We are seeking a highly skilled Financial Operations Fee Processing Associate to join our team at CI Financial. As a key member of our financial processing team, you will play a crucial role in supporting the day-to-day operations of our business.

Key Responsibilities:
  • Manage and process financial transactions, specifically focusing on fees and associated charges, with accuracy and attention to detail.
  • Collaborate with internal teams and key stakeholders to ensure seamless processing and resolution of financial transactions.
  • Reconcile daily, bi-weekly, and monthly fee transactions to ensure accuracy and identify discrepancies.
  • Maintain and update fee schedules and structures in our financial systems and ensure that fee rules are consistently applied.
  • Support the continuous improvement of fee processing systems and workflows to increase efficiency and reduce errors.
Required Skills and Qualifications:
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred. Equivalent work experience will be considered.
  • 1-3 years of experience in financial operations, fee processing, billing, or a related role.
  • Familiarity with financial systems, invoicing software, and accounting principles is preferred.
  • Strong attention to detail and ability to work with complex data sets.
  • Proficiency in Microsoft Excel and other office productivity tools.
What We Offer:
  • Estimated salary: $60,000 - $80,000 per year, depending on experience.
  • A competitive benefits package, including equipment purchase program, training reimbursement, paid professional designations, employee savings plan, corporate discount program, enhanced group benefits, parental leave top-up program, and paid time off for volunteering.
  • A hybrid work environment, offering flexibility for employees to work remotely and in the office.

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