Associate, Estate (Toronto)

Associate, Estate (Toronto)

07 Sep
|
CI Financial
|
Toronto

07 Sep

CI Financial

Toronto

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking an Associate, Estate to join our team at CI Investment Services Inc. This position will be responsible for various administration and processing activities for estate settlements. Candidate will be responsible for ensuring all information and documentation is received in valuable order, timely and accurate processing of financial transactions and respond to advisors inquiries within the established service level agreements. In addition, candidate will participate in implementing new developments to our current operation. What You Will Do Completes ad-hoc outgoing or incoming EFT and wires. Ensures they are on

📌 Associate, Estate (Toronto)
🏢 CI Financial
📍 Toronto

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