Account Administrator

CI Financial

7d•$34,320 - $58,500•Hybrid

About The Position

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 an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. In this role, the successful candidate will work to process various operational requests received by the Client Experience team from our clients. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is an entry-level role that is primarily non-client facing with ample room for career growth.

Requirements

Strong MS Office skills (Outlook, Word, and Excel)
Team Player with friendly personality and strong communication skills
Proven ability to manage high volumes with a positive and professional attitude
Ability/Flexibility to work independently in hybrid home/office environment
Strong attention to detail and pride over your work

Nice To Haves

Experience providing client service in the investment, banking or related industries is an asset

Responsibilities

Process/complete operational tasks that include account opening, non-financial updates, transfer initiation and follow ups, account closures, troubleshooting system issues and more
Provide support to and work with other departments as required for multi-faceted issues
Work on project-specific tasks relating to procedural updates
Assisting and supporting the Client Experience team on ad-hoc items