CI Investment Services Estate Associate

Become an Estate Associate at CI Investment Services, where your expertise in financial operations can thrive. This role involves managing estate settlements while working collaboratively in a dynamic environment.

The Estate Associate position is designed for individuals with a background in financial services, focusing on the processing and administration of estate transactions. You will ensure all documentation is accurate and received on time while coordinating with internal teams and advisors. Your initiative will contribute toward enhancing operational efficiency and streamlining processes in estate management.

Key Responsibilities:

• Process all incoming and outgoing EFTs and wires

• Manage deceased client account transactions appropriately

• Ensure timely execution of death settlements

• Conduct thorough due diligence on requests

• Collaborate efficiently with internal business units

Requirements:

• Bachelor’s degree or relevant job experience in finance

• 1-5 years in an Administrative/Operations role

• Excellent communication and organizational skills

• Proficiency in Microsoft Office Suite

• Strong analytical abilities and attention to detail

Shape your career pathway at CI and support the efficient management of estate settlements.