Elevate your career with CI as a Financial Operations Associate in a collaborative, in-office setting. This role focuses on fee-based account administration, reconciliation, and operational controls.
As a Financial Operations Associate, you will play an essential part in supporting daily functions such as Fee-Based Account Fees and Unified Managed Accounts. This position is ideal for candidates with solid analytical skills and attention to detail who want to make impactful contributions in a wealth management environment. You will work closely with various teams to enhance operational efficiency and business initiatives.
Key Responsibilities:
• Support administration of fee-based account fees and billing
• Administer and reconcile Unified Managed Accounts activities




• Execute operational controls for compliance assurance
• Process advisor tickets as per service level agreements
• Prepare, review, and distribute operational reports
Requirements:
• Bachelor’s degree in Finance, Accounting, or related field
• 1-3 years of experience in financial operations or services
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Excel and Power BI
• Ability to meet deadlines and manage competing priorities
Join CI to unlock your potential in financial operations while contributing to a dynamic and supportive team.
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📌 Financial Operations Associate at CI (Burlington)
🏢 CI Financial
📍 Burlington