Support CI’s Client Experience team with financial transaction processing, queue monitoring, and accurate service in an in-office model four days weekly.
As a Senior Business Processing Associate, you will serve as subject matter expert and internal escalation point for administrators. You will help process financial and non-financial transactions within SLA requirements. The work includes analyzing trade requests, reviewing documentation, and communicating with advisors or third parties.
Key Responsibilities: Monitor queues and assign workloads efficiently across administrators
Analyze recent financial and transactional request types
Interpret trade requests and determine appropriate processing actions
Review reconciliations, integrity reports, and cleanup reports
Support training, special projects, and User Acceptance Testing
Requirements: Minimum three years in administration or operations back-office environments
High school diploma required; business education is an asset
Prior data entry and financial transaction processing experience
Excellent analytical, problem-solving, and communication skills
Knowledge of registered products or mutual funds is an asset
Apply financial processing expertise, analytical judgment, and detailed transaction oversight to support CI’s Client Experience operations.

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📌 Senior Financial Processing Associate (Ontario)
🏢 CI Financial
📍 Ontario