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 tasksEnsure required documentation and authorization precede transactionsCommunicate with advisors and third parties through approved channelsReview daily reconciliation and data integrity reportsEscalate workload risks and support department initiativesRequirements:Three-plus years of administrative or operations back-office experienceHigh school diploma; post-secondary businesseducation is an assetStrong knowledge of industry back-office or Operations practicesAbility to work under pressure and within time constraintsCSC or IFIC Mutual Funds Course completion is an assetUse wealth operations knowledge, careful authorization review, and explicit communication to support accurate processing across CI’s Client Experience team.#J-18808-Ljbffr

📌 Entry Level Wealth Operations Associate (Winnipeg)
🏢 CI Financial
📍 Winnipeg