Become a Transfer Administrator at CI Financial and enhance client account management. Oversee seamless asset transfers while ensuring compliance in a collaborative, in-office setting.

In this role, the Transfer Administrator is responsible for efficiently processing client account transfers and regulatory documentation. Robust analytical skills and financial services experience are crucial for success. You’ll engage with various teams to ensure timely and accurate asset transfers, thereby contributing to a trusted client experience.

Key Responsibilities:
• Initiate and accept automated asset transfer requests
• Research and confirm necessary documentation for transfers
• Manage the email box for timely responses




• Ensure proper handling of residual amounts in accounts
• Update internal documentation and assist operations when needed

Requirements:
• At least 3 years of relevant experience
• Highschool diploma; further Finance education advantageous
• Knowledge of securities regulations and processes
• Proficiency in Microsoft Office tools
• Strong problem-solving and communication abilities

Leverage your financial expertise to facilitate exceptional service delivery at CI Financial.
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📌 CI Financial Transfer Administrator Role (Ontario)
🏢 CI Financial
📍 Ontario