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Business Processing Associate

2 weeks ago

Toronto, Canada CI Financial Full time

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 an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

JOB OVERVIEW

WHAT YOU WILL DO
- Conduct adequate analysis of all new financial/transactional request types
- Analyze and interpret trade requests to make sound decisions to action the request accordingly
- Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests
- Handle routine cleanup reports to ensure all client information is accurately reflected in our records
- Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department

WHAT YOU WILL BRING
- Minimum 1+ years of experience in an administrative position or Operations back-office environment
- High school diploma as a minimum requirement
- Post-Secondary education (preferably with a focus in Business Administration or Accounting) or equivalent related business experience in the financial services industry is an asset
- Ability to work well under pressure and within time constraints
- Excellent analytical and problem-solving skills
- Excellent written and verbal communications skills
- Keen attention to detail
- Understanding of investing fundamentals and/or Mutual Funds
- Completion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an asset
- Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset
- Prior data entry/financial transaction processing experience
- Extensive knowledge of industry back-office or Operations practices

LI-HYBRID

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse 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 with 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.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines