Associate, Estate (Fixed Term)

CI Financial; Toronto; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Job summary

CI Financial in Toronto is seeking an Associate, Estate to join CI Investment Services Inc. In this role you will handle administration and processing for estate settlements, ensure documentation is in good order, and respond to advisors within SLAs while contributing to new developments.

You will coordinate with internal teams, perform due diligence, manage the Estate mailbox and CRM requests, and support peak-period projects.

Qualifications

• Bachelor’s degree or job-related experience
• 1–5 years of experience in Financial Services in an Administrative/Operations environment or similar
• Self-initiated, fast learner with a positive attitude
• Attention to detail and organization to improve team efficiency
• 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 (Word, Excel, PowerPoint, Outlook)

Responsibilities

• Completes ad-hoc EFTs and wires and records on payment reports/back office systems
• Process cash and securities movements for deceased client accounts
• Coordinate death settlements to ensure timely completion and collaborate with internal teams
• Perform due diligence and obtain proper documentation before processing
• Manage inquiries via Estate mailbox and CRMs within SLA
• Participate in User Acceptance Testing when required
• Communicate with advisors/third parties via phone, email, or fax
• Clean up reports to reflect accurate client information
• Assist with peak-period projects and ongoing initiatives

Skills

Attention to detail

Verbal & written communication

Organizational skills

Client service skills

Adaptability

Team collaboration

Education

Bachelor’s degree or related experience

Tools

Microsoft Office

Excel

Word

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.

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.

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.

A supportive environment for success

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

What we offer

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to investigate the opportunity further.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.