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
Solid 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