Bring wealth operations expertise to CI Financial, handling transaction requests, reconciliations, and administrator support onsite four days each week.
This Senior Business Processing Associate supports the Client Experience team within CI Financial’s wealth management business. You will act as a key contact for processing tasks, assist administrators, and help maintain timely, accurate service. Responsibilities include documentation, authorization, trade request analysis, and communications.
Key Responsibilities:
- Serve as contact for assigned Client Experience processing tasks
- Ensure required documentation and authorization precede transactions
- Communicate with advisors and third parties through approved channels
- Review daily reconciliation and data integrity reports
- Escalate workload risks and support department initiatives
Requirements:
- Three-plus years of administrative or operations back-office experience
- High school diploma; post-secondary business education is an asset
- Strong knowledge of industry back-office or Operations practices
- Ability to work under pressure and within time constraints
- CSC or IFIC Mutual Funds Course completion is an asset
Use wealth operations knowledge, careful authorization review, and explicit communication to support accurate processing across CI’s Client Experience team.