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 setting. 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 quick-paced environment Bring your expertise to CI Financial and enhance client satisfaction through productive asset management.

📌 Financial Services Transfer Administrator Toronto
🏢 CI Financial
📍 Toronto