Elevate your career with CI Financial as a Transfer Administrator. Focus on managing client account transfers in compliance with industry standards, all within a supportive work workplace.
The Transfer Administrator plays a crucial role in facilitating effective asset transfers for clients at CI Investment Services. This role requires 3+ years of experience in financial services and a robust understanding of mutual funds and securities. The ideal candidate will thrive in a deadline-driven role while upholding accuracy and attention to detail.
Key Responsibilities:
• Complete asset transfers into and out of CIIS
• Ensure documentation meets all industry standards
• Research ISIN and cusip codes for accuracy




• Follow up on pending transfers after defined timelines
• Communicate with external parties about transfer requirements
Requirements:
• Minimum 3 years in financial services
• Highschool diploma; Finance or Accounting education preferred
• Knowledge of CDS and DTC systems
• Proficient in Microsoft Office applications
• Strong organizational and communication skills
Foster your expertise in asset management while supporting CI’s mission for exceptional investment services.
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📌 Transfer Administrator At Ci Financial Toronto
🏢 CI Financial
📍 Toronto