Business Processing Coordinator (Fixed- Term)

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

Benefits offered by this job

Training reimbursement

Paid professional designations

Employee savings plan

Corporate discount program

Parental leave

Top-up program

Paid time off

Job summary

CI Financial Corp. is seeking a Business Processing Coordinator to manage onboarding relationships with new advisors/branches and to process a wide range of transactions with high accuracy.

This role involves coordinating onboarding, training, fee groups and transfers, while maintaining daily advisor activity and books of business. The position is in-office, four days per week, with opportunities for growth through CI Learn and related programs.

Qualifications

• 2+ years of financial industry experience.
• Prior financial processing experience is an asset.
• Prior client service experience is an asset.
• Post-secondary education in IFIC Operations or Canadian Securities Course is an asset.
• Bi-lingual abilities are an asset.
• Familiar with financial products including mutual funds, GIC, equities and ETFs.
• Proficient PC skills and ability to work under pressure with high accuracy.

Responsibilities

• Onboard new advisors/branches; set up branch access.
• Provide training to new branches on paperwork and processes.
• Manage queues for non-financial & financial processing including new accounts and client updates.
• Set up/update fee groups, systematic plans, transfers and fee processing.
• Follow up on transfers within SLA.
• Respond promptly to inquiries with high service levels.
• Review documents before processing or forwarding to fund company.
• Coordinate with advisors to obtain pending documentation.
• Maintain daily advisor needs and books of business movements.
• Set up new hires and handle terminations.
• Maintain accuracy per QA controls.
• Pursue CI Learn or other industry courses.
• Support other departmental initiatives including automation.

Skills

Financial processing

Client service

Attention to detail

Communication skills

Bilingual asset

Education

IFIC Operations or Canadian Securities Course

Post-secondary education

Tools

MS Office

PC skills

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.

The Business Processing Coordinator will be responsible for managing the relationship of new advisors/branches that are onboarding to Assante including accurately processing a variety of transactions on behalf of those advisors. Accuracy and a high level of service are expected at all times.

RESPONSIBILITIES:

• Assist with all aspects of the onboarding relationship for new advisors and branches including: Branch user set up and coordination of access
• Training for the new branch on paperwork and processes – potentially onsite
• Effectively manage queues for non-financial & financial processing including: New account set up, client updates and non-financial transactions
• Set up/updates of fee groups, systematic plans, transfers, fee processing etc.
• Follow up on all outstanding transfers within SLA
• Respond in a timely manner to all inquiries and with a high level of service
• Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company
• Work with advisors/branches to obtain pending documentation follow-up
• Manage daily maintenance requirements of existing advisors to support regional initiatives including: Movement of books of business
• New hire set ups
• Retirements/Resignations/Terminations
• Accuracy is crucial and will be monitored through our Quality Control process
• Committed to continual learning via CI Learn and/or industry courses
• Assist with other departmental and corporate initiatives as required including automation where appropriate.

QUALIFICATION REQUIREMENTS:

• Experience Minimum 2-year prior financial industry experience required
• Prior financial processing experience is an asset
• Prior client service experience is an asset
• Education/Training Post-secondary education IFIC Operations or Canadian Securities Course an asset
• Knowledge, Skills, and Abilities Ability to work as part of a team
• Ability to work under pressure while maintaining high level of accuracy
• High degree of accuracy and attention to detail is essential
• Well organized and results - oriented
• Excellent communication skills – verbal and written, Bi-lingual an asset
• Familiar with financial industry – account types and products including mutual funds, GIC, equities, ETF’s etc.
• Proficient PC skills
• Has respect for confidentiality of sensitive information
• Proven ability to work effectively in a dynamic and fast paced environment
• Demonstrates a high degree of urgency and accountability
• Highly motivated and eager to learn
• Client focused and service oriented

WORKING CONDITIONS:

• Ability to work overtime as necessitated by business volumes
• Some travel may be required
• 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.

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.

CI Financial is an independent company offering global wealth management and asset management advisory services. 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.