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 institutionsEnsure documentation for Manual Transfers is accurateHandle Automated Transfers through ATON effectivelyResearch discrepancies in asset documentationMonitor and follow up on outstanding transfersRequirements:3 or more years of relevant experienceHigh school diploma; further education beneficialUnderstanding of mutual funds and basic securitiesProficiency in office applicationsStrong organizational and problem-solving skillsBring your financial services expertise to maximize operational efficiency at CI Financial.

📌 Ci Financial Transfer Administrator (Toronto)
🏢 CI Financial
📍 Toronto