Join the CI Financial team as a Financial Operations Associate, focusing on innovative fee-based solutions in a collaborative office setting. This is a unique chance to grow your financial expertise.
In this role, you will play a pivotal part in the operations of fee-based accounts and advisor compensation processes, ensuring both accuracy and efficiency. Ideal for candidates with a detail-oriented mindset and analytical skills, this position offers exposure to various operational activities in wealth management. Collaborate effectively with diverse teams to enhance operations.
Key Responsibilities:
• Manage all aspects of fee-based account fees and reporting
• Reconcile Unified Managed Accounts and Client Administration Fees
• Implement and monitor operational controls for compliance
• Handle advisor inquiries via the Wealth Platform
• Assist in preparing and analyzing operational reports
Requirements:
• Bachelor’s degree in a related field, such as Finance
• 1-3 years of relevant experience in financial operations
• Familiarity with Power BI for reporting
• Strong analytical and detail-oriented skill set
• Ability to navigate fast-paced environments and meet deadlines
Embrace this prospect with CI, where your contributions lead to meaningful impact in financial operations.
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