Coordinating Financial Operations
7 days ago
Career Opportunity: Transaction Processing Specialist
About the RoleThis 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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