Coordinating Financial Operations

7 days ago


Toronto, Ontario, Canada CI Financial Full time

Career Opportunity: Transaction Processing Specialist

About the Role

This is an exciting opportunity to join our team at CI Financial as a Transaction Processing Specialist. The successful candidate will be responsible for processing financial transactions, managing relationships with advisors and branches, and ensuring accuracy and attention to detail.

  • Process financial transactions, including setup and updates of fee groups, systematic plans, transfers, and fee processing.
  • Work closely with advisors and branches to obtain pending documentation and follow up on outstanding transfers.
  • Review all documentation to ensure it is in good order prior to processing through the dealer back office system or forwarding to the fund company.

The ideal candidate will have a minimum of 2 years' experience in the financial industry, fluency in English and French, and proficiency in PC skills.

Requirements:

  • Minimum 2-year prior financial industry experience required
  • Fluency in English and French (verbal and written)


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