Financial Coordinator at CI

Position: Financial Coordinator Role at CI
Join CI as a Financial Coordinator, focusing on onboarding new branches and enhancing client interactions. This position emphasizes precision in financial processing within a vibrant teamwork environment.

In this role, you will be pivotal in assisting new advisors and ensuring that documentation is processed accurately. Your expertise in financial transactions and attention to detail will enhance teamwork capabilities and regional initiatives. CI promotes ongoing learning, offering a dynamic workspace where you can thrive.

Key Responsibilities:

• Coordinate onboarding processes for new advisors

• Handle financial and non-financial transaction queues

• Ensure documentation is compliant before processing

• Support advisers with necessary follow-ups daily

• Participate in automation and departmental initiatives

Requirements:

• 2+ years of financial industry experience

• Familiarity with financial products and services

• Post-secondary education required

• Proven client service skills

• Strong attention to detail and organizational competencies

Contribute to CI's mission by ensuring high-quality processing and exceptional service to our clients.
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