Business Processing Associate

Overview

Join to apply for the Business Processing Associate role at CI Financial . CI is dedicated to creating a safe workplace where employees can voice ideas, grow through challenging work, and participate in innovative projects while receiving support and engagement.

We are currently seeking a Business Processing Associate to join our Dealer Operations team. The successful candidate will ensure timely and accurate processing of various financial transaction types, analyze trade requests deemed “not in good order,” and ensure all information and documentation are received in good order for processing. The role also requires providing prompt and courteous service to internal teams, advisors, and third-party institutions as assigned.

What you will do

• Conduct adequate analysis of all new financial / transactional request types
• Analyze and interpret 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
• Handle set ups and / or modifications to existing / ongoing systematic transactions in accounts
• Communicate with financial advisors and necessary third parties via phone, email, Message service 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

Working conditions

CI Financial is an independent company offering global wealth management and asset management advisory services. 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 high-quality investments and advice. Our employees thrive in a fast-paced environment that encourages continuous learning and willingness to go the extra mile.

What we offer

CI Financial is committed to fair and accessible employment practices and provides reasonable accommodations for persons with disabilities. If you require accommodations to apply, please let us know.

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