Business Processing Associate

CI Financial•York, ON

9d•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. CI Investment Services Inc. (CIIS) is a fast-growing investment custodian with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Business Processing Administrator be part of our Client Experience team in Toronto, ON. 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