Business Processing Administrator

CI FinancialToronto, ON
Onsite

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 have an opportunity to support our dedicated teams within the back-office and account administration functions. The candidate will support our Client Experience team and by extension our registered Portfolio Manager and Investment Broker clients. The Client Experience Team is the ‘go to’ for our 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

  • Post-secondary education
  • Knowledge of Back Office functions
  • Ability to prioritize effectively and work efficiently and independently to meet daily deadlines
  • Detailed-oriented, extremely self-motivated and dedicated, and a good team player
  • Fluency in English (verbal and written)
  • Excellent communication and interpersonal skills
  • Proficiency with MS Office applications
  • Ability to thrive in a growing/dynamic environment
  • Comfort in using and learning new software systems

Nice To Haves

  • Previous experience in the Mutual Fund industry and/or customer service role is preferred
  • Canadian Securities Course, IFIC, PFP and other industry courses would be an asset

Responsibilities

  • Processing and review account openings
  • Journal entry and other trade related administrative tasks
  • Processing client account updates and related tasks
  • Registered income account updates
  • Registered accounts Processing (includes RESP, RDSP etc.)
  • Processing and following up on internal and external asset transfers
  • RESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP Breakdown
  • Unlocking of locked-in accounts (LIRA, LRSP, LIF etc.)
  • Pending Close/Freeze account and balances write-offs
  • Book value update entry

Benefits

  • health insurance coverage
  • wellness programs
  • life and disability insurance
  • retirement savings plans
  • paid leave programs
  • education-related programs
  • paid holidays
  • vacation time
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Paid time off for Volunteering
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