CI Financial Asset Transfer Specialist

Join CI Financial as an Asset Transfer Specialist, ensuring seamless transfers of client accounts within and outside CI Investment Services. This role requires strong organizational and communication skills in a dynamic environment.

As a Transfer Administrator, your primary responsibility will be to facilitate the execution of client asset transfers, adhering to industry standards and deadlines. Your ability to manage documentation accurately will be essential in initiating and completing transfer requests. Collaboration with various teams ensures that all CRA requirements are met and that asset transfers are executed smoothly.

Key Responsibilities:

• Manage asset transfers to/from CI Investment Services

• Ensure all transfer documentation is completed

• Coordinate with Registered Products Team

• Handle all inquiries through the internal transfer mailbox

• Update clients on Transfer IN requests

Requirements:

• 3+ years in a related financial role

• Understanding of financial services and securities

• Proficiency in Microsoft Office Suite

• Strong attention to detail and accuracy

• Capability to work independently and under pressure

Bring your experience in asset management and regulatory compliance to CI Financial and make an impact.
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