Private Client Administration Associate

CI Financial; Old Toronto; Hybrid; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated Private Client Administration Associate to join their dynamic team. In this role, you will provide exceptional administrative support to high net worth clients, ensuring all requests are handled with urgency and accuracy. You'll have the opportunity to work in a hybrid environment, balancing remote work with in-office collaboration. This role offers a chance to grow your skills in a fast-paced environment while contributing to meaningful projects. If you are detail-oriented and thrive on providing excellent service, this position could be the perfect fit for you.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced Group Benefits

Parental Leave Top-up Program

Paid Time Off for Volunteering

Qualifications

• Post-secondary education required; CSC/IFIC course is an asset.
• 2+ years of experience in a related field preferred.

Responsibilities

• Provide timely and accurate administrative support for high net worth clients.
• Ensure compliance with internal and custodian procedures.

Skills

Attention to Detail

Service-Oriented Mindset

Ability to Think Outside the Box

Proficiency in MS Excel

Proficiency in MS Word

Education

Post-secondary Education

CSC and/or IFIC Operations Course

Job description

Private Client Administration Associate

Apply locations Toronto, ON time type Full time posted on Posted 2 Days Ago job requisition id JR3119

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.

JOB OVERVIEW

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. Our team takes great pride in providing high quality service for our clients under the Assante Private Client and CI Private Wealth platforms.

WHAT YOU WILL DO

• Ensure that all requests are acted on in a timely, efficient and accurate manner
• Able to handle a fast paced and demanding area. Requests are regularly in excess of $1M and expectations are of same day service
• Ensure all internal and custodian compliance procedures are adhered to.
• Develop and maintain a good working relationship with custodians as well as internal departments
• Resolve inquiries from internal departments in an efficient and professional manner
• Recognize potential issues and report to management immediately for further escalation
• Assist in special projects and other Private Client desks if required.
• Must be flexible and able to work overtime during specific times of the year (i.e. RSP season, quarter end)
• Clearly communicate not-in-good-order items to the PC Service team

WHAT YOU WILL BRING

Education

• Post-secondary Education
• Enrollment or completion of CSC and/or IFIC Operations course would be an asset

Experience

• Mutual Funds experience is an asset
• 2+ years of prior experience is an asset

Knowledge, Skills and Abilities

• Related industry courses would be a definite asset
• Ability to think outside the box and big picture
• Proficiency in MS Excel and MS Word
• Must have a service-oriented mindset
• High accuracy and attention to detail

Hybrid Work Environment

Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Employee Share Purchase Program (ESPP)
• 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. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.

About Us

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.