Asset Transfer Specialist

Position: CI Financial Asset Transfer Specialist
Join CI Financial as an Asset Transfer Specialist, focusing on efficient management of client account asset transfers. Help ensure compliance and excellence in service with this in-office role.

The Asset Transfer Specialist is pivotal in managing the transfer of client assets, ensuring all procedures meet required guidelines and deadlines. You will process requests both manually and via automated systems while communicating effectively with internal and external parties. Your organization and communication skills will enhance our commitment to excellent service and continuous improvement.

Key Responsibilities:

• Process transfers in and out of CI Investment Services

• Verify documentation accuracy and compliance with regulations

• Liaise with stakeholders to confirm transfer acceptance

• Manage pending transfer requests, ensuring timely resolution

• Stay updated with industry regulations and practices

Requirements:

• 3+ years of relevant financial services experience

• High school education; finance-related post-secondary is a plus

• Familiarity with securities and mutual funds

• Strong Microsoft Office proficiency

• Attention to detail and problem-solving capabilities

Leverage your skills at CI Financial and thrive in a team-oriented environment focused on client service and professional growth.
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