Transfer Administrator Role

Position: Transfer Administrator Role at CI Financial
Location: Quebec City

Become a Transfer Administrator at CI Financial, where you will play a key role in asset management and compliance within a collaborative office environment. This position is essential for processing client account transfers accurately.

Your expertise as a Transfer Administrator will be critical in handling both manual and automated asset transfer requests. You will ensure that all necessary documentation is processed efficiently and within industry guidelines, contributing to seamless client experiences. Join a team dedicated to growth, support, and innovative solutions.

Key Responsibilities:

• Facilitate asset transfers between CI Investment Services and other institutions

• Ensure all transfer documentation adheres to industry standards

• Address inquiries related to transfer requests promptly

• Follow up on outstanding requests to ensure compliance

• Keep informed on best practices and regulatory changes

Requirements:

• At least 3 years’ experience in financial services roles

• High school diploma or equivalent; further education preferred

• Strong foundation in mutual funds and securities

• Proficient in Microsoft software applications

• Excellent planning and communication skills

Bring precision, initiative, and a client-focused mindset to CI Financial as part of our dynamic team.
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