Elevate your career as a Financial Fee Processing Associate at CI Financial, a leader in wealth management. This role focuses on the accuracy and management of financial transactions involving client fees.

CI seeks a detail-oriented candidate who can navigate complex fee structures with precision in this in-office position. With 1-3 years of experience in financial operations, you will work closely with internal teams to ensure timely processing and compliance with all regulations affecting financial transactions.

Key Responsibilities: • Accurately process client fees and related adjustments • Collaborate with IT on the monthly fee calculation • Reconcile fee transactions for accuracy • Ensure compliance with internal and external guidelines • Act as a point of contact for fee inquiries and disputes

Requirements: • Bachelor’s degree or equivalent experience in Finance • 1-3 years in fee processing or financial operations • Familiarity with financial systems preferred • Solid Excel and analytical skills necessary • Excellent communication for effective teamwork

Harness your skills in fee management to contribute to CI’s operational success while growing your career. #J-18808-Ljbffr

📌 Financial Fee Associate at CI Financial (Winnipeg)
🏢 CI Financial
📍 Winnipeg