New Job Private Client Administration Associate In Ontario

Private Client Administration Associate
Private Client Administration Associate

Private Client Administration Associate

Company : CI Financial
Salary : Details not provided
Location : Ontario

Full 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 Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing administrative support with the utmost sense of urgency and exceptional accuracy on all Financial and Non-Financial requests received from high net worth clientele. Areas of responsibility may include Debits/Credits, New Accounts, Estates, Transfers among other desks. Our team takes great pride in providing high quality service for our clients under the Assante Private Client and Stonegate platforms.
  • Ensure that all requests are acted on in a timely, efficient and accurate manner
  • Able to handle a fast paced and demanding area. Requests are regularly in excess of $1M and expectations are of same day service
  • Ensure all internal and custodian compliance procedures are adhered to.
  • Develop and maintain a good working relationship with custodians as well as internal departments
  • Resolve inquiries from internal departments in an efficient and professional manner
  • Recognize potential issues and report to management immediately for further escalation
  • Assist in special projects and other Private Client desks if required.
  • Must be flexible and able to work overtime during specific times of the year (i.e. RSP season, quarter end)
  • Clearly communicate not-in-good-order items to the PC Service team

  • Post-secondary Education
  • Enrollment or completion of CSC and/or IFIC Operations course would be an asset
  • Mutual Funds experience is an asset
  • 2+ years of prior experience is an asset
  • Related industry courses would be a definite asset
  • Ability to think outside the box and big picture
  • Proficiency in MS Excel and MS Word
  • Must have a service-oriented mindset
  • High accuracy and attention to detail
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.
  • Modern HQ location within walking distance from Union Station
  • Flexible & Hybrid Work Program
  • Equipment Purchase Program
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Share Purchase Program (ESPP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Fitness membership discounts
  • Volunteer paid Days
  • Complimentary vending machines

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 [email protected], or call 416-364-1145 ext. 4747.