Business Processing Associate

4 days ago

Toronto, Canada CI Financial Full time

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees that have a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile, thrive at CI.

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

JOB OVERVIEW

The Business Processing Associate will be responsible for accurately processing a variety of transactions on behalf of our advisors. Accuracy and a high level of service are expected at all times.

WHAT YOU WILL DO
- Process new accounts, client updates and non-financial transactions
- Process financial transactions including but not limited to set up/updates of fee groups, systematic plans, transfers, fee processing etc.
- Follow up on all outstanding transfers within SLA
- Assist with debit balance cleanup following fee processing
- Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company
- Work with advisors/branches to obtain pending documentation follow-up
- Accuracy is crucial and will be monitored through our Quality Control process
- Committed to continual learning via CI Learn and/or industry courses
- Assist with other departmental and corporate initiatives as required including automation where appropriate.

WHAT YOU WILL BRING

Experience
- Minimum 2-year prior office/administrative experience, financial industry experience is an asset

Education/Training
- Post-secondary education
- IFIC Operations or Canadian Securities Course an asset

Knowledge, Skills, and Abilities
- High degree of accuracy and attention to detail is essential
- Well organized and results - oriented
- Excellent communication skills - verbal and written, Bi-lingual an asset
- Familiar with financial industry - account types and products including mutual funds, GIC, equities, ETF’s etc.
- Experience with ATON is an asset
- Proficient PC skills
- Has respect for confidentiality of sensitive information
- Proven ability to work effectively in a dynamic and fast paced environment
- Demonstrates a high degree of urgency and accountability
- Highly motivated and eager to learn
- Client focused and service oriented

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

LI-HYBRID

416-364-1145 ext. 4747
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