Support estate settlement operations at CI Investment Services Inc. through accurate transaction processing, documentation review, and advisor communication. This in-office role requires onsite work four days weekly.
As an Associate, Estate, you will administer and process estate settlements within established service level agreements. Your work includes financial transactions, cash and securities movements, due diligence, and documentation authorization. You will also collaborate with internal business units and participate in operational developments.
Key Responsibilities:
- Process cash and securities movements on deceased client accounts
- Complete incoming and outgoing EFTs and wires
- Verify documentation and authorization before processing transactions
- Respond to advisors through mailboxes and CRMs within service levels
- Coordinate estate settlement requests with internal business units
Requirements:
- Bachelor's degree or job-related experience
- One to five years' financial services experience preferred
- Administrative or operations environment experience preferred
- Solid analytical, organizational, and problem-solving skills
- Microsoft Office proficiency, including Word, Excel, PowerPoint, and Outlook
Bring transaction processing, documentation control, and advisor communication skills to estate administration at CI Investment Services Inc.