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
- Robust 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.

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