Financial Processing Associate - In-Office Toronto

CI Investments Inc.; Golden Horseshoe; On-site; CAD 34,000 - 59,000; Full time

Benefits offered by this job

Modern HQ location within walking dist

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave

Top-up program

Paid time off for Volunteering

Job summary

CI Investments Inc. is seeking a Business Processing Associate to join our Client Experience team in Toronto. You will ensure timely processing of financial transaction types, analyze trade requests deemed not in good order, and confirm documentation is complete before processing.

The role requires staying aligned with company policies, providing prompt service to internal teams, advisors, and third-party institutions, and being onsite four days per week to enable collaboration and efficiency.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Administrative experience

Analytical skills

Problem-solving

Written and verbal communications

Attention to detail

Ability to work under pressure

Investing fundamentals knowledge

Education

High school diploma

Post-secondary education in Business or Accounting

CSC or IFIC Mutual Funds course (asset)

Job description

CI Investments Inc. is seeking a Business Processing Associate to join our Client Experience team in Toronto. You will ensure timely processing of financial transaction types, analyze trade requests deemed not in good order, and confirm documentation is complete before processing.

The role requires staying aligned with company policies, providing prompt service to internal teams, advisors, and third-party institutions, and being onsite four days per week to enable collaboration and efficiency.