CI Financial Registered Accounts Specialist

Join CI Financial as a Registered Accounts Specialist and contribute to our Wealth Operations team. This in-office role demands strong account management and communication skills.

Reporting to the Supervisor of Registered Accounts, your role includes managing RESP accounts, processing RRSP withdrawals, and providing support for special cases. With a focus on detail and problem-solving, you will respond to client inquiries while working independently and collaboratively within the team.

Key Responsibilities:

• Oversee RESP account administration tasks

• Facilitate RRSP withdrawal processing

• Execute special processing for diverse needs

• Support recurring events setup (PAC, SWP)

• Manage reconciliation of control accounts

Requirements:

• At least 1 year of registered accounts experience

• Relevant post-secondary education

• Proficient in Microsoft Office, especially Excel

• Strong communication and organizational skills

• Familiarity with client tax reporting processes

Leverage your proficiency in registered accounts at CI Financial to enhance client experiences in a team-oriented workplace.
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