Explore a Transfer Administrator position at CI Financial, focusing on effective 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
Solid organizational and problem-solving skills Bring your financial services expertise to maximize operational efficiency at CI Financial.

📌 Ci Financial Transfer Administrator Toronto
🏢 CI Financial
📍 Toronto