Business Processing Coordinator

Job Description

Job Description

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.

The Business Processing Coordinator will be responsible for managing the relationship of new advisors / branches that are onboarding to Assante including accurately processing a variety of transactions on behalf of those advisors. Accuracy and a high level of service are expected at all times.

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

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.

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 , or call ext. 4747.