Business Processing Associate

CI Financial is an independent company offering global wealth management and asset management advisory services. They are currently seeking a Business Processing Associate to join their Client Experience team, responsible for ensuring the timely and accurate processing of financial transactions and providing excellent service to internal teams and third-party institutions.

Responsibilities

• Conduct adequate analysis of all new financial/transactional request types
• Analyze and interpret trade requests to make sound decisions to action the request accordingly
• Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests
• Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts
• Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required
• Review daily reconciliation and data integrity reports as assigned
• Handle routine cleanup reports to ensure all client information is accurately reflected in our records
• Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department
• Participate in User Acceptance Testing when required

Skills

• Minimum 1+ years of experience in an administrative position or Operations back-office environment
• High school diploma is the minimum requirement
• Ability to work well under pressure and within time constraints
• Excellent analytical and problem-solving skills
• Excellent written and verbal communications skills
• Keen attention to detail
• Prior data entry/financial transaction processing experience
• Extensive knowledge of industry back-office or Operations practices
• Post-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset
• Understanding of investing fundamentals and/or Mutual Funds is considered an asset
• Completion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an asset
• Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset

Benefits

• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day
• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time

Company Overview