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-good-order items to the PC Service team

Requirements: • Post-secondary education required • 2+ years of relevant experience preferred • Mutual funds experience is a solid 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. #J-18808-Ljbffr

📌 Private Client Administration Associate Role (Winnipeg)
🏢 CI Financial
📍 Winnipeg