Join CI Financial as a Transfer Administrator, ensuring the seamless transfer of client account assets. This in-office role requires specialized knowledge in asset transfers and industry guidelines.

In this essential role, you will manage both registered and non-registered account transfers, including Mutual Funds, stocks, and cash. With 3+ years of related experience, you must have a deep understanding of the necessary documentation for transfers and communicate effectively with external parties. Your organizational skills are key to handling multiple priorities under deadlines.

Key Responsibilities:
• Complete asset transfers from and to multiple financial institutions
• Ensure all transfer documentation is accurate and compliant
• Execute transfer requests through automated systems




• Research and resolve transfer inquiries efficiently
• Manage inquiries via internal email to meet service expectations

Requirements:
• Minimum 3 years of relevant work experience
• High school diploma; Finance or Accounting education preferred
• Knowledge of securities and Mutual Funds
• Proficiency in Microsoft Office applications
• Excellent communication and interpersonal skills

Bring your attention to detail and asset transfer expertise to CI Financial and support their clients' financial needs.
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📌 Transfer Administrator at CI Financial (Ontario)
🏢 CI Financial
📍 Ontario