Private Client Administration Associate

3 days ago

Toronto, Canada CI Financial Full time

**ABOUT US**

CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

**POSITION**: Private Client Administration Associate
**LOCATION**: Toronto, Ontario
**STATUS**: Full-time

**JOB OVERVIEW**

**WHAT YOU WILL DO**
- Ensure that all requests are acted on in a timely, efficient and accurate manner
- Able to handle a fast paced and demanding area. Requests are regularly in excess of $1M and expectations are of same day service
- Ensure all internal and custodian compliance procedures are adhered to.
- Develop and maintain a good working relationship with custodians as well as internal departments
- Resolve inquiries from internal departments in an efficient and professional manner
- Recognize potential issues and report to management immediately for further escalation
- Assist in special projects and other Private Client desks if required.
- Must be flexible and able to work overtime during specific times of the year (i.e. RSP season, quarter end)
- Clearly communicate not-in-good-order items to the PC Service team

**WHAT YOU WILL BRING**

Education
- Post-secondary Education
- Enrollment or completion of CSC and/or IFIC Operations course would be an asset

Experience
- Mutual Funds experience is an asset
- 2+ years of prior experience is an asset

Knowledge, Skills and Abilities
- Related industry courses would be a definite asset
- Ability to think outside the box and big picture
- Proficiency in MS Excel and MS Word
- Must have a service-oriented mindset
- High accuracy and attention to detail

**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

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”.

Posting Tag: IND#

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