Step into the role of Transfer Operations Administrator with CI Financial, where you will ensure timely, compliant asset transfers. This in-office role requires precision and strong communication skills to manage client accounts effectively.
As a Transfer Operations Administrator, you will be responsible for the leading edge in securities transfer processes, working closely with client documentation and regulatory requirements. Candidates must bring 3+ years of experience in financial services, complemented by thorough organizational and planning abilities.
Key Responsibilities:
• Manage the movement of assets between financial institutions
• Ensure all transfer requests and documents are complete
• Complete Automated Transfers via the CD system




• Proactively follow up on aging Transfer inquiries
• Conduct thorough research on account transfer issues as needed
Requirements:
• Minimum of 3 years in a similar financial role
• High school diploma; Finance or related degree advantageous
• Knowledge of Mutual Funds and securities
• Advanced skills in Microsoft Office
• Solid interpersonal and research skills
Leverage your expertise in financial operations to contribute to the success of CI Financial's Transfer team.
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📌 CI Financial Transfer Operations Administrator (Toronto)
🏢 CI Financial
📍 Toronto