CI Financial is seeking a Transfer Administrator to manage both in-kind and cash transfers of client assets to and from CI Investment Services (CIIS). The role requires handling registered and non-registered transfers, ensuring CRA and regulatory documentation, and meeting tight deadlines in a fast-paced setting.
The position emphasizes accuracy, knowledge of CDS/DTC platforms, and coordination with Trustees and internal teams.
📌 Asset Transfer Specialist (Toronto)
🏢 CI Financial
📍 Toronto
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