Join CI Financial's proactive team as a Transfer Administrator. Handle crucial asset transfers while ensuring regulatory compliance and maintaining excellent client relations in a structured environment. As a pivotal team member, the Transfer Administrator manages all aspects of transferring client investments between CI Investment Services and external institutions.

Candidates should possess a solid foundation in finance, along with excellent communication skills and the ability to work under pressure.

Experience in a similar role will be highly beneficial. Key Responsibilities:

- Facilitate transfers of mutual funds and securities
- Ensure manual and automated transfer requests are completed accurately
- Manage client accounts and process incoming cheques
- Communicate and confirm asset transfer guidelines effectively
- Handle various ad-hoc project duties as needed Requirements:
- 3+ years of experience in financial services
- Completion of the Canadian Securities Course preferred
- Proficient with DTC and CDS operations
- Strong attention to detail and accuracy
- Ability to prioritize in a fast-paced environment Bring your expertise to CI Financial and enhance client satisfaction through productive asset management.

📌 Financial Services Transfer Administrator (Toronto)
🏢 CI Financial
📍 Toronto