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 a Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing administrative support with the utmost sense of urgency and exceptional accuracy on all financial and non‑financial requests received from high net worth clientele. Areas of responsibility may include Debits/Credits, New Accounts, Estates, Transfers among other desks. Our team takes great pride in providing high quality service for our clients under the Assante Private Client and CI Private Wealth platforms.WHAT YOU WILL DOEnsure that all requests are acted on in a timely, efficient and accurate mannerAble to handle a fast paced and demanding area. Requests are regularly in excess of $1M and expectations are of same day serviceEnsure all internal and custodian compliance procedures are adhered to.Develop and maintain a valuable working relationship with custodians as well as internal departmentsResolve inquiries from internal departments in an efficient and professional mannerRecognize potential issues and report to management immediately for further escalationAssist in special projects and other Private Client desks if required.Must be flexible and able to work overtime during specific times of the year (i.E. RSP season,



quarter end)Clearly communicate not‑in‑good‑order items to the PC Service teamWHAT YOU WILL BRINGEducationPost‑secondary EducationEnrollment or completion of CSC and/or IFIC Operations course would be an assetExperienceMutual Funds experience is an asset2+ years of prior experience is an assetKnowledge, Skills and AbilitiesRelated industry courses would be a definite assetAbility to think outside the box and big pictureProficiency in MS Excel and MS WordMust have a service‑oriented mindsetHigh accuracy and attention to detailThis role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education‑related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.We are focused on building a diverse and inclusive workforce.CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416‑364‑1145 ext. 4747.#J-18808-Ljbffr

📌 Private Client Administration Associate - $42,500 - $71,000 A Year (Winnipeg)
🏢 CI Financial
📍 Winnipeg