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
• Solid attention to detail and accuracy
• Ability to prioritize in a fast-paced environment
Bring your expertise to CI Financial and enhance client satisfaction through efficient asset management.
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📌 Financial Services Transfer Administrator (Toronto)
🏢 CI Financial
📍 Toronto