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Financial Operations Processing Specialist

1 month ago

Toronto, Ontario, Canada CI Financial Full time
Job Overview

We are seeking a detail-oriented and organized Fee Management Associate to support the day-to-day operations of our financial processing team. This role involves managing and processing financial transactions, specifically focusing on fees and associated charges.

This position requires strong communication skills to collaborate with internal teams and key stakeholder groups to ensure seamless processing and resolution of financial transactions.

Key Responsibilities:
  • Accurately process and record all fee-related transactions, including client fees, service-based charges, and adjustments.
  • Assist in the monthly fee run and collaborate with IT to ensure fees are calculated and posted correctly in all fee-based accounts.
  • Process accrued fees for transfer-out and estate settlement accounts.
  • Ensure fees comply with company policies, client agreements, and regulatory guidelines.
  • Reconcile daily, bi-weekly, and monthly fee transactions to ensure accuracy and identify discrepancies.
  • Review debit balances originating from the monthly fee run and assist in resolving issues according to business rules.
  • Maintain and update fee schedules and structures in the company's financial systems and ensure fee rules are consistently applied.
  • Support the continuous improvement of fee processing systems and workflows to increase efficiency and reduce errors.
Requirements:
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field (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.
  • Familiarity with PureFacts/PureFees would be an asset.
Benefits:
  • Estimated salary: $65,000 - $85,000 per year.
  • Modern HQ location within walking distance from Union Station.
  • Equipment Purchase Program.
  • Training Reimbursement.
  • Paid Professional Designations.
  • Employee Savings Plan (ESP).
  • Corporate Discount Program.
  • Enhanced group benefits.
  • Parental Leave Top–up program.
  • Paid time off for Volunteering.
About Us

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

We operate in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.