Support financial systems and fee workflows at CI Financial while collaborating with technology teams, vendors, and internal stakeholders onsite four days weekly. Help keep fee rules accurate and processing dependable.
The Financial Operations Fee Processing Associate contributes to fee processing systems, workflows, and transaction resolution. You will update schedules, investigate system-related issues, and assist with support tickets involving vendors or internal technology teams. The position also supports inquiries, compliance, reconciliations, and audits.
Key Responsibilities: Update fee schedules and structures in financial systems
Support continuous improvement of fee workflows and systems
Investigate system issues and log support tickets
Collaborate with vendors and Client Experience teams
Ensure fee activities follow policies and regulatory requirements
Requirements: One to three years in financial operations or related roles
Bachelor’s degree preferred; equivalent work experience considered
Microsoft Excel and office productivity tools proficiency
Ability to work with complex data sets accurately
Solid interpersonal and communication skills required
Combine financial systems knowledge, Excel proficiency, and stakeholder communication to support accurate fee operations at CI Financial.