Estate Associate at CI Investment Services

Become an essential team member at CI Investment Services as an Estate Associate. This in-office role manages estate settlements and ensures timely processing of transactions, contributing to client satisfaction.

As an Estate Associate, your contributions will empower seamless operations  will handle administration for estate settlements, ensuring documentation accuracy and prompt processing. With strong attention to detail and a proactive mindset, you will collaborate with advisors and internal teams to deliver exceptional service.

Key Responsibilities:

• Process EFTs and wire transactions accurately

• Manage cash and securities movements for deceased clients

• Ensure timely completion of death settlements

• Handle analysis and document verification

• Communicate effectively with financial advisors and clients

Requirements:

• Bachelor’s degree or relevant experience

• 1-5 years in Financial Services or Administration

• Strong analytical and problem-solving skills

• Proficiency in Microsoft Office Suite

• Detail-oriented with excellent communication abilities

Support your team and enhance your skills as an Estate Associate at CI Investment Services.
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