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.

📌 Financial Systems Fee Operations Associate (Canada)
🏢 Financeroles
📍 Canada