Become a Transfer Administrator at CI Financial and enhance client account management. Oversee seamless asset transfers while ensuring compliance in a team-oriented, in-office setting. In this role, the Transfer Administrator is responsible for efficiently processing client account transfers and regulatory documentation.

Robust analytical skills and financial services experience are crucial for success. You’ll engage with various teams to ensure timely and accurate asset transfers, thereby contributing to a trusted client experience. Key Responsibilities:
Initiate and accept automated asset transfer requests
Research and confirm necessary documentation for transfers
Manage the email box for timely responses
Ensure proper handling of residual amounts in accounts
Update internal documentation and assist operations when needed Requirements:
At least 3 years of relevant experience
Highschool diploma; further Finance education advantageous
Knowledge of securities regulations and processes
Proficiency in Microsoft Office tools
Solid problem-solving and communication abilities Leverage your financial expertise to facilitate exceptional service delivery at CI Financial.

📌 Ci Financial Transfer Administrator Role Toronto
🏢 CI Financial
📍 Toronto