CI Financial Corp.
CI Financial Business Process Role Toronto
Job Description
Join CI Financial in Toronto as a Business Processing Administrator. Engage in back-office operations and account management, contributing to client-centric services.
In this entry-level position, you'll provide essential support to the Client Experience team, managing account openings, processing trades, and keeping records up to date. This role offers substantial growth potential for highly motivated individuals eager to enhance their skills in a demanding environment.
Key Responsibilities:
• Process client account openings and updates
• Perform journal entries for trade administration
• Assist with RESP account activities and withdrawals
• Facilitate internal and external asset transfers
• Conduct updates on registered accounts as needed
Requirements:
• Experience in Mutual Fund or customer service is a plus
• Completion of post-secondary education
• Familiarity with back-office operational functi...
In this entry-level position, you'll provide essential support to the Client Experience team, managing account openings, processing trades, and keeping records up to date. This role offers substantial growth potential for highly motivated individuals eager to enhance their skills in a demanding environment.
Key Responsibilities:
• Process client account openings and updates
• Perform journal entries for trade administration
• Assist with RESP account activities and withdrawals
• Facilitate internal and external asset transfers
• Conduct updates on registered accounts as needed
Requirements:
• Experience in Mutual Fund or customer service is a plus
• Completion of post-secondary education
• Familiarity with back-office operational functi...