CI Financial Business Processing Associate

Step into a Business Processing Associate role at CI, where your analytical and problem-solving skills will shine in an office setting. This position entails managing financial transactions efficiently.

As a Business Processing Associate at CI, you will support the Client Experience team with financial request analysis and processing. With a minimum of 1 year of experience in a similar environment, you’ll ensure that proper documentation is obtained and maintained. You will also communicate with financial advisors, review data reports, and assist with ongoing initiatives.

Key Responsibilities:

• Conduct analysis on financial transaction requests

• Ensure compliance with documentation and authorization

• Handle modifications to systematic transactions

• Communicate effectively with advisors and third parties

• Review and clean client data and reports

Requirements:

• 1+ years in an administrative or operations role

• High school diploma is necessary; post-secondary education preferred

• Excellent analytical and communication abilities

• Background in financial services is advantageous

• Strong attention to detail and ability to work under pressure

Leverage your strong analytical expertise to drive success in this key role at CI.
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