Support estate settlements at CI Investment Services Inc. through accurate financial transaction processing and detailed documentation review. Work onsite four days weekly.
As an Associate, Estate, you will manage administration and processing activities for estate settlements. The work includes reviewing information, coordinating documentation, processing transactions, and answering advisor inquiries within established service levels. You will also support operational developments and collaborate with internal business units.
Key Responsibilities: Process cash and securities movements on deceased client accounts
Complete incoming and outgoing EFTs and wires
Verify documentation and authorization before processing requests




Manage Estate mailbox and CRM requests within established SLAs
Participate in User Acceptance Testing and special projects
Requirements: Bachelor's degree or job-related experience
One to five years' financial services experience preferred
Administrative or operations setting experience preferred
Strong analytical, organizational, and problem-solving skills
Microsoft Office proficiency, including Word and Excel
Apply estate administration, transaction processing, and advisor communication skills to support accurate settlements at CI Investment Services Inc.

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📌 Estate Administration Associate (Ontario)
🏢 CI Investments
📍 Ontario