Asset Transfer Specialist
Listed on 2026-10-16
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Finance & Banking
Banking & Finance
CI Investments Inc. is seeking a Transfer Administrator to manage the movement of client assets into and out of CI Investment Services (CIIS), ensuring all transfer instructions are accurate, documented, and executed within regulatory deadlines.
The role requires checking ISIN, CUSIP, and mutual fund codes, coordinating with settlement teams and external custodians. Applicants should have 3+ years in financial services, a solid understanding of mutual funds and securities, and proficiency with
We are seeking a motivated Asset Transfer Specialist to join CI Investments Inc. in Fredericton, York County, Canada.
We appreciate your interest in this position.
Join CI Investments Inc. and contribute to our ongoing work.
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This posting is for the Asset Transfer Specialist role at CI Investments Inc., based in Fredericton, York County, Canada.
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