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 workplace 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
Solid 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.

📌 Ci Financial Administrative Associate Opening Toronto (Canada)
🏢 CI Financial
📍 Canada