Elevate your career as a Financial Operations Associate at CI, where your attention to detail will drive operational excellence. This in-office role focuses on fee administration and supporting key financial processes.
In this critical position, you'll help manage various operational functions such as fee-based account fees, Client Administration Fees, and Unified Managed Accounts. You'll be instrumental in executing daily operations, identifying process improvements, and enhancing reporting practices. The role demands collaboration with finance and compliance teams to maintain high standards in operational controls.
Key Responsibilities:
• Manage fee-based account onboarding and processing
• Reconcile and administer Unified Managed Accounts




• Support Client Administration Fees reporting
• Execute operational controls to meet compliance
• Respond to advisor inquiries through the Wealth Platform
Requirements:
• Bachelor’s in Finance, Accounting, or related field
• 1-3 years in financial services or operations
• Robust Microsoft Excel and analytical skills
• Experience with Power BI is a plus
• Excellent time management abilities
Become a pivotal player in the financial operations landscape and enhance your expertise at CI.
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📌 Financial Operations Associate at CI (Burlington)
🏢 CI Financial
📍 Burlington