Senior Business Processing Associate

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

Benefits offered by this job

Health insurance

Wellness programs

Retirement savings plan

Paid holidays and vacation time

Employee discounts

Job summary

CI Financial is seeking a Senior Business Processing Associate to join the Client Experience team. The role acts as SME and escalation point for administrators, ensuring timely processing of financial and non-financial transactions while monitoring SLAs and escalating delays.

You will support training, data integrity reviews, and cross-team communication. Onsite four days a week, with competitive benefits and a base salary range disclosed in the posting.

Qualifications

• Minimum 3+ years of experience in an administrative position or Operations back-office environment.
• Post-Secondary education in Business or Accounting or equivalent experience in financial services is an asset.
• Excellent analytical and problem-solving skills; strong written and verbal communication.
• Understanding of investing fundamentals and mutual funds is considered an asset.

Responsibilities

• Serve as subject matter expert and escalation point for a group of administrators.
• Monitor team queue to ensure SLA adherence and escalate risks.
• Assist in training across queues and in new task analysis.
• Analyze and interpret trade requests to take appropriate actions.
• Ensure documentation and authorization per policy before processing transactions.
• Communicate with financial advisors and third parties as required.
• Review reconciliation and data integrity reports; perform routine cleanups.
• Support special projects and participate in User Acceptance Testing.

Skills

Administrative experience

Operations back-office

Analytical skills

Written and verbal communication

Attention to detail

Investing fundamentals knowledge

Education

High school diploma

Post-Secondary education in Business or Accounting

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 DOBe the main point of contact for assigned Client Experience team for processing tasksMonitor team queue to ensure workload is assigned efficiently across administratorsAssist in the training of various queues to internal team membersConduct adequate analysis of all new financial/transactional request typesAssist the team in analyzing and interpreting trade requests to make sound decisions to action the request accordinglyEnsure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requestsCommunicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as requiredReview daily reconciliation and data integrity reports as assignedHandle routine cleanup reports to ensure all client information is accurately reflected in our recordsAssist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the departmentParticipate in User Acceptance Testing when requiredWHAT YOU WILL BRINGMinimum 3+ years of experience in an administrative position or Operations back-office environmentHigh school diploma is the minimum requirementPost-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an assetAbility to work well under pressure and within time constraintsExcellent analytical and problem-solving skillsExcellent written and verbal communications skillsKeen attention to detailUnderstanding of investing fundamentals and/or Mutual Funds is considered an assetCompletion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an assetStrong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an assetPrior data entry/financial transaction processing experienceExtensive knowledge of industry back-office or Operations practicesWORKING CONDITIONSRoutine office environmentOvertime as requiredThis 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 SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe 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.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.