CI Investment Services is seeking a dedicated Estate Associate to enhance our administrative team. In this role, you will manage estate settlements and liaise with financial advisors to ensure timely and accurate processing.
As an Estate Associate, you will handle crucial administration and processing tasks within the financial services sector. Your focus will be on cash and securities move management and collaboration with various internal units to deliver exceptional service. This position requires strong communication skills and attention to detail to uphold service level agreements while supporting clients efficiently.
Key Responsibilities:
• Process outgoing and incoming EFTs and wires accurately
• Manage deceased clients' cash and securities movements




• Ensure timely completion of death settlements
• Conduct due diligence on transactional requests
• Communicate with advisors and third parties as needed
Requirements:
• Bachelor’s degree or relevant experience preferred
• 1-5 years in Financial Services or operations
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Office Suite
• Ability to adapt in a rapid-changing setting
Excel in estate management with CI and drive meaningful change through your work.
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📌 Estate Associate at CI Investment Services (Toronto)
🏢 CI Financial
📍 Toronto