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 robust 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
- Strong interpersonal and research skills Leverage your expertise in financial operations to contribute to the success of CI Financial's Transfer team.

📌 CI Financial Transfer Operations Administrator (Toronto)
🏢 CI Financial
📍 Toronto