Join CI Investment Services as an Estate Administration Associate, where you will play an essential role in managing estate settlements efficiently. This in-office position focuses on timely processing and documentation, ensuring outstanding client support.
As part of the estate team, you will undertake various administration tasks including processing financial transactions and coordinating between departments. Attention to detail and communication will be vital as you respond to client inquiries and implement operational developments, all while working in a supportive team environment dedicated to professional growth.
Key Responsibilities:
• Facilitate EFTs and wires in adherence to payment reports
• Oversee cash and security movements on deceased accounts




• Complete death settlement processes promptly
• Collaborate with business units for effective service
• Maintain accurate client records through cleanup reports
Requirements:
• Bachelor’s degree or relevant experience in operations
• 1-5 years in the Financial Services industry
• Strong organizational and client service skills
• Proficient in Microsoft Office applications
• Capable of adapting to changing business requirements
Embrace a unique chance to grow within CI, where your contributions to estate processing will be valued.
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📌 Estate Administration Associate Role (Toronto)
🏢 CI Financial
📍 Toronto