Private Client Administration Associate

CI Investments Inc.; Fredericton; On-site; CAD 59,407 - 99,245; Full time

Benefits offered by this job

Health insurance coverage and wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs, paid holidays and vacation time

Education-related programs and paid professional designations

Employee Savings Plan (ESP) and corporate discount program

Modern HQ location within walking distance from Union Station

Job summary

CI Investments Inc. is seeking a Private Client Administration Associate in Fredericton, New Brunswick. The successful candidate will provide vital administrative support for high net worth clientele, ensuring accuracy and compliance on financial requests. Responsibilities include managing requests, maintaining relationships with custodians, and resolving inquiries efficiently.

This role requires post-secondary education and prior experience. The position offers a competitive salary range of $42,500 to $71,000 and the opportunity to participate in a bonus program.

Qualifications

• Ability to think outside the box and see the big picture.
• Related industry courses are a definite asset.

Responsibilities

• Ensure all requests are acted on in a timely, efficient and accurate manner.
• Handle fast-paced and demanding tasks with request volumes in excess of $1M.
• Ensure all internal and custodian compliance procedures are adhered to.
• Develop and maintain good working relationships with custodians and internal departments.
• Resolve inquiries from internal departments efficiently and professionally.
• Recognize potential issues and report to management immediately for escalation.
• Assist in special projects and other Private Client desks as required.
• Be flexible and willing to work overtime during specific times of the year.
• Clearly communicate not-in-good-order items to the PC Service team.

Skills

Proficiency in MS Excel

Proficiency in MS Word

Service-oriented mindset

High accuracy and attention to detail

Education

Post-secondary education

Enrollment or completion of CSC and/or IFIC Operations course

Mutual Funds experience

2+ years of prior experience

Job description

Job Overview

At CI, we see a great place to work as 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 Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing administrative support with the utmost sense of urgency and exceptional accuracy on all Financial and Non‑Financial requests received from high net worth clientele. Areas of responsibility may include Debits/Credits, New Accounts, Estates, Transfers among other desks.

Responsibilities

• Ensure all requests are acted on in a timely, efficient and accurate manner.
• Handle fast‑paced and demanding tasks with request volumes in excess of $1M, expecting same‑day service.
• Ensure all internal and custodian compliance procedures are adhered to.
• Develop and maintain good working relationships with custodians and internal departments.
• Resolve inquiries from internal departments efficiently and professionally.
• Recognize potential issues and report to management immediately for escalation.
• Assist in special projects and other Private Client desks as required.
• Be flexible and willing to work overtime during specific times of the year (e.g., RSP season, quarter end).
• Clearly communicate not‑in‑good‑order items to the PC Service team.

Qualifications

• Post‑secondary education.
• Enrollment or completion of CSC and/or IFIC Operations course (asset).
• Mutual Funds experience (asset).
• 2+ years of prior experience (asset).
• Related industry courses (definite asset).
• Ability to think outside the box and see the big picture.
• Proficiency in MS Excel and MS Word.
• Service‑oriented mindset.
• High accuracy and attention to detail.

Work Model and Compensation

This opportunity is for an existing vacancy with the company. The work model requires employees to be onsite four days per week. Base salary range: $42,500 to $71,000. Eligible for participation in a bonus program.

Benefits

• Health insurance coverage and wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs, paid holidays and vacation time
• Education‑related programs and paid professional designations
• Employee Savings Plan (ESP) and corporate discount program
• Modern HQ location within walking distance from Union Station

EEO Statement

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.