Process complex financial fees at CI Financial in an in-office role, using Excel, reconciliation, and careful transaction handling. Onsite attendance is required four days weekly.This Financial Operations Fee Processing Associate supports daily financial processing focused on fees and associated charges. You will manage transactions, reconcile payments, maintain fee structures, and collaborate with internal teams, vendors, and Client Experience groups. The role suits candidates with one to three years of experience in financial operations, fee processing, billing, or related work.Key Responsibilities:Process client fees, service charges, adjustments, and accrued feesAssist monthly fee runs with Information Technology teamsReconcile daily, bi-weekly,



and monthly fee transactionsMaintain fee schedules and financial system structuresInvestigate inquiries, disputes, discrepancies, and system issuesRequirements:One to three years of related financial operations experienceBachelor's degree preferred; equivalent work experience consideredMicrosoft Excel and office productivity tool proficiencyStrong analytical skills and attention to detailFamiliarity with PureFacts or PureFees is an assetBring accurate reconciliation, financial systems knowledge, and communication skills to CI Financial's fee processing operations.

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