Support estate settlements at CI Investment Services Inc. through financial transaction processing, documentation review, and advisor communication in an in-office model.
This Associate, Estate position manages administration and processing activities for deceased client accounts. You will verify information, process cash and securities movements, and respond to estate requests. The work includes coordinating with internal business units, communicating with financial advisors and third parties, and contributing to operational developments.
Key Responsibilities: Process cash and securities movements on deceased client accounts
Complete incoming and outgoing EFTs and wires
Review documentation, authorization, and transaction requests
Manage Estate mailbox and CRM requests within established SLAs
Participate in testing, cleanup reports, and departmental initiatives
Requirements: Bachelor’s degree or job-related experience
One to five years’ financial services experience preferred
Administrative or operations experience preferred
Solid communication, organization, analytical, and problem-solving skills
Microsoft Office proficiency, including Word, Excel, PowerPoint, and Outlook
Apply estate administration, transaction processing, documentation review, and advisor service skills within CI’s operations team.