CI is hiring a Private Client Administration Associate to provide exceptional support for high net worth clients. Deliver timely and accurate administrative assistance within a structured environment.

In this role, you will handle various financial and non-financial requests, focusing on accuracy and compliance. The position demands forming solid relationships with custodians and managing inquiries efficiently within a fast-paced workflow.

Key Responsibilities:
• Act swiftly on requests with utmost accuracy
• Handle transactions exceeding $1 million with care
• Ensure adherence to compliance procedures
• Develop relationships with custodians and colleagues
• Communicate clearly with the PC Service team about issues

Requirements:
• Relevant post-secondary education is required
• Minimum of 2 years of industry experience is preferred
• Exposure to mutual funds is an asset
• Proficiency in MS Office, especially Excel and Word
• Desire to pursue CSC or IFIC Operations certification is a plus

Leverage your service mindset and attention to detail in this vital role at CI Financial.
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📌 Private Client Administration Associate at CI (Ontario)
🏢 CI Financial
📍 Ontario