Financial Processing Administrator

Description:

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees that have a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile, thrive at CI.

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

The Financial Processing Administrator will be responsible for accurately administering a wide variety of transactional activities on-behalf of our clients. Your contribution to a great experience for our Clients will be aided by a variety of Automated technologies.

WHAT YOU WILL DO

• Review all requests for completeness before making updates to the Transfer Agent System, FundServ etc.
• Accuracy is of great importance which we validate by your QC effort
• Perform peer review of updates to maintain exceptional service
• Leverage the wide selection of courses available on CI Learn to improve your knowledge
• Assist with the Machine Learning automation project
• Perform sundry project duties as required

WHAT YOU WILL BRING

• Financial Services Industry experience an asset
• Demonstrated ability to work under pressure while paying attention to details
• Worked in team environment
• Formal education, College or higher preferred
• IFIC or Canadian Securities Course would be an asset
• Familiar with various Account Types used to save for Financial goals
• Mutual Fund knowledge would be an asset
• Excellent communication skills, both oral and written
• Typing speeds greater than 65 WPM
• Commitment to continual learning

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

• Recognition & Compensation
• Training & Development
• Health & Well-being
• Communication & Feedback