Client Asset Transfer Administrator CI

Become a Client Asset Transfer Administrator with CI Financial, where your expertise will help ensure smooth transactions between CI Investment Services and external institutions. This position emphasizes attention to detail and customer communication.

In this role, you will oversee and facilitate the transfer of client account assets, adhering to strict industry regulations and timelines. Your experience will guide you in processing transfer requests, ensuring that all documentation is complete and accurate. Excellent interpersonal skills will be vital as you liaise with clients and external parties regarding the details of transfers.

Key Responsibilities:

• Execute transfers of assets from CIIS to other institutions

• Complete and verify transfer documentation

• Follow up on aged Transfer IN requests

• Coordinate with internal settlement department

• Process incoming cheques for Transfer IN requests

Requirements:

• At least 3 years' experience in the financial services sector

• Knowledge of mutual funds and security basics

• Proficient in Microsoft Office tools

• Strong organizational and communication skills

• Ability to meet deadlines and handle inquiries

Leverage your transfer administration skills to ensure CI Financial meets client needs and industry standards.