Estate Administrator

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 Title Estate Administrator – Dealer Operations Location North York, Ontario, Canada Seniority Level Entry level Employment Type Contract Job Function General Business, Finance, and Administrative Responsibilities Complete ad‑hoc outgoing or incoming EFT and wires to/from the client’s financial institution. Ensure EFT in/out are reflected on both RBC Express payment activity reports, as well as internal Back Office systems (PARIO/BMS) via journal entries. Process all cash and positions internal transfer movements between client accounts held within CIIS. Take ownership of ensuring the process of death settlements is completed in a timely manner. Coordinate and collaborate with internal business units to ensure exceptional service is delivered efficiently and effectively. Conduct adequate due diligence and analysis of all financial/transactional request types, ensuring proper documentation and authorization is obtained prior to processing. Manage, respond to, and process requests received through the internal “Estate” mailbox, Salesforce, and Gateway within set SLA. Participate in User Acceptance Testing when required. Handle set‑ups and modifications to existing/ongoing systematic transactions. Communicate with financial advisors and necessary third parties via phone, email, messaging services, and/or fax when required. Handle 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. Ad‑hoc duties relevant to the position shall be assigned as required. Qualifications At least 1 year of experience in the Administrative/Operations/Back‑office environment of a Financial Services company or similar capacity. Post‑secondary degree in Business or a relevant field of study, or equivalent related business experience in the financial services industry. Completion or progress on financial services designations and certifications such as PFP, CFP, IFIC, CSC, CPH or other related courses is an asset. Progress or completion of STEP Designation or Certificate in Estate and Trust Administration is preferred. Experience with CDS, ATON and/or DTC is an asset. Strong communication skills, both verbal and written. Proficient with MS Office Suite (Word, Excel, and Outlook). Self‑initiated, fast learner with a positive attitude. Organized, detail‑oriented, and hardworking character. Ability to work in a fast‑paced and challenging environment. Excellent analytical and problem‑solving skills. Understanding of investing fundamentals and/or Mutual Funds is considered an asset. Strong understanding of Registered Products (RRSP, RIF, TFSA, LIRA, LIF, RESP) and Estate/Death Settlement is preferred. Extensive knowledge of industry back‑office or Operations practices. Working Conditions Overtime may be required during peak periods. Company Overview 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. Supportive Environment for Success We offer an in‑office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. Benefits Modern HQ location within walking distance from Union Station 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 Salary Range Base salary range: $42,500 – $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. EEO Statement CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call 416‑364‑1145 ext. 4747. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Application Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. #J-18808-Ljbffr