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 current 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.

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