Accelerate your career at CI as an Associate for Estate Settlements, where you will manage documentation and processing of estate transactions in a cooperative work environment.

As a vital part of CI Investment Services, this in-office role will see you tackle the administrative demands of estate settlements. Your focus on accuracy and detail will contribute to timely resolution of transactions and communications with financial advisors. You’ll engage in various projects that reinforce CI’s commitment to high-quality client service.

Key Responsibilities:
• Complete ad-hoc EFT and wire transactions
• Process asset movements for deceased clients
• Ensure timely death settlements through collaboration
• Conduct due diligence on financial requests
• Manage service requests in the Estate mailbox

Requirements:
• Bachelor’s degree or relevant experience
• 1-5 years in Financial Services preferred
• Attention to detail and strong organizational skills
• Excellent problem-solving capabilities
• Proficient in Microsoft Office Suite

Make a difference in financial services through the Estate Associate role at CI Investment Services.
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📌 Associate for Estate Settlements at CI (Ontario)
🏢 CI Financial
📍 Ontario