Business Processing Associate (6 Months Contract)

CI Financial; Toronto; On-site; CAD 34,000 - 59,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid time off

Job summary

CI Financial seeks a Business Processing Associate for the Client Experience team to ensure timely and accurate processing of financial transactions and to analyze trade requests not in good order. The role requires reviewing documentation and obtaining necessary approvals before processing, with onsite collaboration four days a week.

The successful candidate will provide prompt service to internal teams, advisors, and third-party institutions, and participate in testing and special projects.

Qualifications

• 1+ year of experience in an administrative or operations back-office role.
• Post-secondary education in Business or Accounting is an asset.
• Ability to work under pressure and meet deadlines.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Keen attention to detail.
• Understanding of investing fundamentals or mutual funds is an asset.
• Completion of CSC or IFIC mutual funds course is an asset.
• Knowledge of RRSP/RESP/RRIF/LIRA/LIF is an asset.
• Data entry/financial transaction processing experience.
• Experience in back-office or operations practices.

Responsibilities

• Analyze and interpret trade requests to determine action.
• Ensure proper documentation and authorization before processing transactions.
• Set up or modify ongoing transactions in accounts.
• Communicate with financial advisors and third parties by phone, email, or fax.
• Review daily reconciliation and data integrity reports.
• Perform routine cleanup of client records.
• Assist with special projects during peak periods.
• Participate in User Acceptance Testing when required.

Skills

Analytical skills

Problem-solving

Written and verbal communication

Attention to detail

Work under pressure

Education

Business/Accounting

CSC/IFIC asset

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 a Business Processing Associate to join Client Experience team. In this role, the successful candidate will be responsible for ensuring the timely and accurate processing of various financial transaction types, for analyzing trade requests deemed “not in good order” and for incorporating the necessary steps to ensure all information and documentation is received in good order for processing. The incumbent is also responsible for providing prompt and courteous service to internal teams, to our advisors and/or to third‑party institutions depending on the assigned task.

WHAT YOU WILL DO

• 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

WHAT YOU WILL BRING

• Minimum 1+ years of experience in an administrative position or Operations back-office environment
• High school diploma is the minimum requirement
• Post-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset
• 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
• 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
• Prior data entry/financial transaction processing experience
• Extensive knowledge of industry back-office or Operations practices

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 $34,320 to $58,500. 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.

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.