Business Processing Coordinator

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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.

WHAT YOU WILL DO

• Manage all aspects of the onboarding relationship for new advisors and branches including
• Weekly and ad hoc calls with the branch during the transition
• Training for the new branch on paperwork and processes – potentially onsite
• Respond in a timely manner to all inquiries and with a high level of service
• Process new accounts, client updates and non-financial transactions
• Process financial transactions including but not limited to set up / updates of fee groups, systematic plans, transfers, fee processing etc.
• Follow up on all outstanding transfers within SLA
• Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company
• Work with advisors / branches to obtain pending documentation follow-up
• Accuracy is crucial and will be monitored through our Quality Control process
• Committed to continual learning via CI Learn and / or industry courses
• Assist with other departmental and corporate initiatives as required including automation where appropriate.

WHAT YOU WILL BRING

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.

WHAT WE OFFER

Seniority level : Entry level

Employment type : Other

Job function : Administrative

Location : Toronto, Ontario, Canada

Salary : CA$55,000.00 - CA$55,000.00

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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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