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

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. #J-18808-Ljbffr

📌 Private Client Administration Associate at CI (Winnipeg)
🏢 CI Financial
📍 Winnipeg