High-Impact Private Client Admin Associate

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

Benefits offered by this job

Health insurance

Wellness programs

Retirement plans

Paid time off

Parental leave top-up

Education programs

Corporate discounts

Job summary

CI Financial is seeking a Private Client Administration Associate to support high-net-worth clients with financial and non-financial requests. The role requires accuracy, urgency, and the ability to handle complex transactions, including debits/credits, new accounts, and estate transfers.

The successful candidate will work onsite four days a week, collaborate with custodians and internal teams, and participate in a bonus program.

Qualifications

• Mutual Funds experience is an asset.
• 2+ years of prior experience is an asset.
• Post-secondary education or related certifications are preferred.

Responsibilities

• Ensure requests are acted on in a timely, efficient and accurate manner.
• Handle fast-paced, demanding workflows with high-value clients (often >$1M).
• Adhere to internal and custodian compliance procedures.
• Develop good working relationships with custodians and internal departments.
• Assist in special projects across Private Client desks when needed.

Skills

MS Excel

MS Word

Attention to detail

Customer service

Time management

Education

Post-secondary education

CSC and/or IFIC Operations course

Tools

MS Excel

MS Word

Job description

CI Financial is seeking a Private Client Administration Associate to support high-net-worth clients with financial and non-financial requests. The role requires accuracy, urgency, and the ability to handle complex transactions, including debits/credits, new accounts, and estate transfers.

The successful candidate will work onsite four days a week, collaborate with custodians and internal teams, and participate in a bonus program.