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.ResponsibilitiesConduct adequate analysis of all new financial/transactional request typesAnalyze and interpret trade requests to make sound decisions to action the request accordinglyEnsure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requestsHandle set ups and/or modifications to existing/ongoing systematic transactions in accountsCommunicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as requiredReview daily reconciliation and data integrity reports as assignedHandle routine cleanup reports to ensure all client information is accurately reflected in our recordsAssist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the departmentParticipate in User Acceptance Testing when requiredSkillsMinimum 1+ years of experience in an administrative position or Operations back-office environmentHigh school diploma is the minimum requirementAbility to work well under pressure and within time constraintsExcellent analytical and problem-solving skillsExcellent written and verbal communications skillsKeen attention to detailPrior data entry/financial transaction processing experienceExtensive knowledge of industry back-office or Operations practicesPost-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an assetUnderstanding of investing fundamentals and/or Mutual Funds is considered an assetCompletion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an assetStrong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an assetBenefitsTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced Group BenefitsParental Leave Top–Up ProgramFitness Membership DiscountsPaid Volunteer DayHealth insurance coverageWellness programsLife and disability insuranceRetirement savings plansPaid leave programsEducation-related programsPaid holidays and vacation timeCompany OverviewCI Financial provides global wealth and asset management advisory services. It was founded in 1965, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.cifinancial.com/ci-financial/.



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