Embrace a pivotal role at CI as a Private Client Administration Associate. Deliver exceptional administrative support with urgency and precision for high net worth clients, ensuring outstanding service.

CI is on the lookout for a dedicated Private Client Administration Associate. This position entails managing financial and non-financial requests with accuracy and timeliness. The ideal candidate will also develop strong relationships with custodians and internal teams while resolving inquiries promptly.

Key Responsibilities:
• Act on all requests with efficiency and accuracy
• Manage high-value transactions exceeding $1M
• Adhere to internal and custodian compliance procedures
• Address inquiries from internal departments professionally
• Communicate not-in-positive-order items to the PC Service team

Requirements:
• Post-secondary education required
• 2+ years of relevant experience preferred
• Mutual funds experience is a strong asset
• Proficiency in MS Excel and MS Word
• Completion of CSC or IFIC Operations course is an asset

Showcase your attention to detail, service-oriented mindset, and proactive approach in this dynamic client support role at CI.
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📌 Private Client Administration Associate Role (Ontario)
🏢 CI Financial
📍 Ontario