Business Processing Coordinator (Fixed Term)

CI Financial•Toronto, ON

10d•Hybrid

About The Position

The Business Processing Coordinator will be responsible for managing the relationship of new advisors/branches that are onboarding to Assante, including accurately processing a variety of transactions on behalf of those advisors. Accuracy and a high level of service are expected at all times. CI Financial is an independent company offering global wealth management and asset management advisory services. 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 with 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.

Requirements

Minimum 2-year prior financial industry experience required
Prior financial processing experience is an asset
Prior client service experience is an asset
Post-secondary education
IFIC Operations or Canadian Securities Course an asset
Ability to work as part of a team
Ability to work under pressure while maintaining high level of accuracy
High degree of accuracy and attention to detail is essential
Well organized and results - oriented
Excellent communication skills – verbal and written, Bi-lingual an asset
Familiar with financial industry – account types and products including mutual funds, GIC, equities, ETF’s etc.
Proficient PC skills
Has respect for confidentiality of sensitive information
Proven ability to work effectively in a dynamic and fast paced environment
Demonstrates a high degree of urgency and accountability
Highly motivated and eager to learn
Client focused and service oriented

Responsibilities

Assist with all aspects of the onboarding relationship for new advisors and branches including: Branch user set up and coordination of access, Training for the new branch on paperwork and processes – potentially onsite
Effectively manage queues for non-financial & financial processing including: New account set up, client updates and non-financial transactions, Set up/updates of fee groups, systematic plans, transfers, fee processing etc.
Follow up on all outstanding transfers within SLA
Respond in a timely manner to all inquiries and with a high level of service
Review all documentation to ensure in good order prior to processing through dealer back-office system or forwarding to fund company
Work with advisors/branches to obtain pending documentation follow-up
Manage daily maintenance requirements of existing advisors to support regional initiatives including: Movement of books of business, New hire set ups, Retirements/Resignations/Terminations
Accuracy is crucial and will be monitored through our Quality Control process
Committed to continual learning via CI Learn and/or industry courses
Assist with other departmental and corporate initiatives as required including automation where appropriate.