Explore a Transfer Administrator position at CI Financial, focusing on productive processed transfers and compliance with industry standards. This role emphasizes in-office collaboration and hands-on expertise in financial services.

As Transfer Administrator, you'll ensure accurate transfers of client account assets, supplying necessary documentation and following industry regulations. Your solid understanding of securities basics and related technologies will empower you to optimize transfer procedures and maintain exceptional client relations. A proactive approach is essential for addressing outstanding requests and communicating with various stakeholders.

Key Responsibilities:
• Process asset transfers between CI and other institutions




• Ensure documentation for Manual Transfers is accurate
• Handle Automated Transfers through ATON effectively
• Research discrepancies in asset documentation
• Monitor and follow up on outstanding transfers

Requirements:
• 3 or more years of relevant experience
• High school diploma; further education beneficial
• Understanding of mutual funds and basic securities
• Proficiency in office applications
• Strong organizational and problem-solving skills

Bring your financial services expertise to maximize operational efficiency at CI Financial.
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📌 CI Financial Transfer Administrator (Ontario)
🏢 CI Financial
📍 Ontario