Step into an essential role at CI as a Private Client Administration Associate. Provide high-quality admin support for elite clients, ensuring responsiveness and accuracy in all requests.
The successful candidate will join the Private Client Administration team, focusing on timely resolution of financial and non-financial requests. This role requires a commitment to maintaining compliance and nurturing effective working relationships with custodians and internal departments.
Key Responsibilities:
• Ensure timely, accurate handling of client requests
• Work in a high-pressure environment with large transactions
• Follow compliance procedures meticulously
• Foster good relationships with custodians and teams
• Efficiently resolve internal inquiries and escalate issues
Requirements:
• Must have post-secondary education
• At least 2 years of prior experience desired
• Experience with mutual funds is beneficial
• Strong MS Excel and MS Word skills required
• Enrollment or completion of CSC or IFIC course preferred
Bring your exceptional service skills and detail-oriented mindset to CI's creative team.
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📌 CI Financial Administrative Associate Opening (Toronto)
🏢 CI Financial
📍 Toronto