Sales & Service Administrator

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.

JOB OVERVIEW

We are currently seeking a Sales and Service Administrator to join our Assante Private Client team. In this role, the successful candidate will be an enthusiastic and positive person with excellent organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. In addition to administrative duties, the successful candidate will be responsible for providing assistance to advisors with various financial tasks.

WHAT YOU WILL DO

• Work with, coordinate, and follow up on work flow with other company departments
• Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs and Custodians (CI Investor Services, RBC Investor Services, NBCN)
• Prepare new account paperwork, trade documents, and verify transaction completion
• Prepare expense reports and other important confidential documents
• Coordinate, schedule and plan meetings, travel arrangement and other logistical details for the team
• Prepare Client related documents, reports, and presentations as required
• Maintain various databases, records, and monthly reports
• Manage and prioritize email flow
• Coordinate and maintain calendars for multiple associates
• Ad hoc administrative tasks and special projects as assigned
• Investigate account-related problems, recommend, and implement the best-possible agreed-upon solution for the client in a timely manner

WHAT YOU WILL BRING

• Minimum of 2 to 3 years of administrative assistant experience;
• Experience in a Financial Services environment;
• Knowledge of investment products (such as Mutual Funds, RRSP, RRIF, administrative tax knowledge) a must
• Strong oral and written communication skills complimented by strong interpersonal skills
• Detail-oriented and able to work well under pressure;
• Excellent prioritization and organizational skills;
• Proactive and customer-oriented attitude; customer focus towards external clients and employees at all levels
• Strong MS Office skills (Word, Excel, Outlook, PowerPoint)

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $65,000. 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. 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.