Support estate settlement operations at CI Investment Services Inc. through accurate transaction processing, documentation review, and advisor communication. This in-office role requires onsite work four days weekly.As an Associate, Estate, you will administer and process estate settlements within established service level agreements. Your work includes financial transactions, cash and securities movements, due diligence, and documentation authorization.



You will also collaborate with internal business units and participate in operational developments.Key Responsibilities:Process cash and securities movements on deceased client accountsComplete incoming and outgoing EFTs and wiresVerify documentation and authorization before processing transactionsRespond to advisors through mailboxes and CRMs within service levelsCoordinate estate settlement requests with internal business unitsRequirements:Bachelor's degree or job-related experienceOne to five years' financial services experience preferredAdministrative or operations setting experience preferredStrong analytical, organizational, and problem-solving skillsMicrosoft Office proficiency, including Word, Excel, PowerPoint, and OutlookBring transaction processing, documentation control, and advisor communication skills to estate administration at CI Investment Services Inc.

📌 Estate Settlement Operations Associate (Fredericton)
🏢 CI Investments
📍 Fredericton