Become an integral part of CI Financial as an Estate Administration Associate. This in-office role involves managing estate settlements, financial transactions, and advisor communications effectively.
CI Investment Services Inc. is looking for an Associate with 1-5 years of experience in the Financial Services industry. You will coordinate death settlements, handle financial requests, and ensure accurate processing of transactions. Additionally, you will assist with special projects and enhance departmental initiatives to provide exceptional service.
Key Responsibilities:
• Process estate settlements with timely documentation
• Manage incoming financial requests through Estate mailbox
• Prepare outgoing EFT and wire transfers accurately




• Communicate efficiently with advisors and third parties
• Participate in User Acceptance Testing as needed
Requirements:
• Bachelor’s degree or job-related experience
• 1-5 years in Financial Services, preferably in Operations
• Robust analytical and problem-solving skills
• Proficiency in Microsoft Office Suite
• Excellent attention to detail and organizational skills
Elevate your career in financial operations by ensuring accurate estate administration despite evolving challenges at CI Financial.
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📌 Estate Administration Associate at CI Financial (Toronto)
🏢 CI Financial
📍 Toronto