Become an Estate Associate at CI Investment Services, where your expertise in financial operations can thrive. This role involves managing estate settlements while working collaboratively in a agile setting. The Estate Associate position is designed for individuals with a background in financial services, focusing on the processing and administration of estate transactions. You will ensure all documentation is accurate and received on time while coordinating with internal teams and advisors. Your initiative will contribute toward enhancing operational efficiency and streamlining processes in estate management. Key Responsibilities:
Process all incoming and outgoing EFTs and wires
Manage deceased client
📌 Ci Investment Services Estate Associate Fredericton
🏢 CI Investments
📍 Fredericton
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