Private Client Administration Associate

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

Benefits offered by this job

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

Job summary

CI Financial is hiring a Private Client Administration Associate to support the Private Client Administration team. You will provide urgent, accurate administrative support for financial and non-financial requests from high-net-worth clients across estates, transfers, and new accounts with a focus on accuracy and service quality.

The role requires strong MS Excel/Word proficiency, a service mindset, and the ability to work in a fast-paced environment.

Qualifications

• Experience handling high-net-worth administrative tasks.
• Proficiency with MS Excel and MS Word.
• Strong accuracy and service orientation.
• Ability to work onsite four days a week.

Responsibilities

• Ensure requests are acted on in a timely, efficient and accurate manner.
• Handle fast-paced, high-value requests (often >$1M) with same-day service when possible.
• Adhere to internal and custodian compliance procedures.
• Maintain good working relationships with custodians and internal teams.

Skills

Customer service

Attention to detail

Big picture thinking

Communication

Education

Post-secondary Education

CSC/IFIC Operations course

Tools

MS Excel

MS Word

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.

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

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 is 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.