Senior Business Processing Associate

CI Investments Inc.; Toronto; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid holidays and vacation

Job summary

CI Investments Inc. in Toronto, Ontario, is seeking a Senior Business Processing Associate to join the Client Experience team.

The role acts as the subject matter expert and escalation point for administrators, ensuring timely and accurate processing of financial and non-financial transactions. You will monitor queues, train teams, analyze new transaction types, and ensure proper documentation before processing.

Qualifications

• 3+ years in an administrative or back-office role in financial services.
• High school diploma minimum; post-secondary in business or accounting is an asset.
• Ability to work under pressure and meet deadlines.
• Excellent analytical and problem-solving skills.
• Strong written and verbal communications.
• Keen attention to detail; investing knowledge is an asset.
• CSC or IFIC designation is an asset.
• Familiarity with RRSP/RESP/RRIF/LIRA/LIF is an asset.

Responsibilities

• Be the main contact for the Client Experience team for processing tasks.
• Monitor team queue and allocate workload across administrators.
• Assist in training various queues to internal team members.
• Analyze new financial/transactional request types.
• Interpret trade requests to take appropriate action.
• Ensure documentation and authorization per policies before processing.
• Communicate with financial advisors and third parties as required.
• Review daily reconciliation and data integrity reports.
• Support special projects during peak periods.
• Participate in User Acceptance Testing when required.
• Onsite four days per week to support collaboration.

Skills

Administrative experience

Operations back-office

Analytical skills

Written and verbal communications

Detail oriented

Investing fundamentals (asset) asset

Education

High school diploma

Business/Accounting education

Canadian Securities Course (CSC) / IFIC

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 Senior Business Processing Associate to join our Client Experience team. In this role, the successful candidate will be the subject matter expert and internal escalation point for a group of administrators and assist the team in ensuring the timely and accurate processing of various financial and non-financial transactions. The individual will monitor the team queue and to ensure all items are processed within their SLA and escalating when there is any risk of falling behind. The incumbent is also responsible for providing prompt and courteous service to internal teams, to our advisors and/or to third-party institutions depending on the assigned task.

WHAT YOU WILL DO

• Be the main point of contact for assigned Client Experience team for processing tasks
• Monitor team queue to ensure workload is assigned efficiently across administrators
• Assist in the training of various queues to internal team members
• Conduct adequate analysis of all new financial/transactional request types
• Assist the team in analyzing and interpreting 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
• 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

WHAT YOU WILL BRING

• Minimum 3+ 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

WORKING CONDITIONS

• Routine office environment
• Overtime as required

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 may be 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.