Associate, Estate (Fixed Term)

CI Financial Corp.; Toronto; On-site; CAD 42,500 - 71,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Paid holidays and vacation

Job summary

CI Financial Corp. is seeking an Associate, Estate to join CI Investment Services Inc. in Toronto. The role handles administration and processing for estate settlements, ensuring timely, accurate processing of financial transactions and responsive inquiries within SLA.

The ideal candidate will have 1–5 years in financial services in an administrative/operations setting, strong attention to detail, and solid MS Office proficiency. Overtime and onsite collaboration are part of the role.

Qualifications

• Bachelor’s degree or job-related experience in Financial Services (1–5 years) in Administrative/Operations environment preferred.

Responsibilities

• Completes EFTs and wires on payment reports and back-office systems via journal entries.
• Process cash and securities position movements on deceased client accounts.
• Ensure death settlements are completed in a timely manner.
• Coordinate with internal units to deliver exceptional service.
• Respond to advisor inquiries within SLA.
• Participate in User Acceptance Testing as required.
• Communicate with financial advisors and third parties via phone, email, or fax.
• Handle cleanup reports to reflect client information accurately.

Skills

Bachelor’s degree or relevant exp

Attention to detail

Analytical and problem-solving skills

Verbal and written communication

Adaptability

Customer service

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

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. We are currently seeking an Associate, Estate to join our team at CI Investment Services Inc. This position will be responsible for various administration and processing activities for estate settlements. Candidate will be responsible for ensuring all information and documentation is received in good order, timely and accurate processing of financial transactions and respond to advisors inquiries within the established service level agreements. In addition, candidate will participate in implementing new developments to our current operation.

WHAT YOU WILL DO

• Completes ad-hoc outgoing or incoming EFT and wires. Ensures they are on payment reports, as well as internal Back Office systems via journal entries
• Process all cash and securities position movements on deceased client accounts
• Taking ownership in ensuring the process of death settlements are complete in a timely manner.
• Coordinating and collaborating with internal business units to ensure exceptional service is delivered efficiently and effectively
• Conduct adequate due diligence and analysis of all financial/transactional request types/
• Ensuring proper documentation and authorization is obtained prior to processing.
• Manage, respond to, and process requests received through “Estate” mailbox, and CRMs within set SLA.
• Participate in User Acceptance Testing when required
• Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax when required
• Handle 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.
• Ad hoc duties relevant to the position shall be assigned as required

WHAT YOU WILL NEED

Must Have Bachelor’s degree or job-related experience 1-5 year of experience in the Financial Services industry (including internships) in an Administrative/Operations environment or similar capacity is preferred. Self-initiated, fast learner with a positive attitude. Attention to detail and organization skills with the mindset of how you can make the team more efficient and effective Strong soft skills including verbal and written communication, people, organizational, and client service skills Ability to adapt to a rapidly changing business and technology environment Excellent analytical and problem-solving skills. Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook

NICE to Have

Strong understanding of Registered Products (RRSP, RIF, TFSA, LIRA, LIF, RESP), Estate/Death Settlement is preferred. Extensive knowledge of industry back-office or Operations practices. Prior data entry/financial transaction processing experience. Understanding of investing fundamentals and/or Mutual Funds is considered an asset.

WORKING CONDITIONS

Overtime may be required during peak periods This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

Salary and Benefits

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position may be eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

About CI Financial

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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.

We offer a supportive environment for success with an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.