Associate Role in Estate Settlements

Join CI Financial as an Associate specializing in Estate Settlements, where essential administration meets innovative processes. This in-office role is pivotal in handling estate financial transactions and advisor inquiries.

As part of the CI Investment Services team, the Associate will ensure timely processing of estate settlements with accuracy and detail. Candidates should have 1-5 years in the Financial Services industry, along with the ability to deliver exceptional service while collaborating across business units. You'll also be responsible for maintaining client records and implementing new initiatives for operational growth.

Key Responsibilities:

• Ensure accurate execution of financial transactions

• Process requests through the Estate mailbox effectively

• Coordinate estate settlements with internal units

• Assist in compliance and documentation for transactions

• Engage in special projects and maintain operation records

Requirements:

• Bachelor’s degree or equivalent experience

• 1-5 years in an Administrative Environment

• Strong communication and client service skills

• Adaptability in a changing business landscape

• Detail-oriented with excellent problem-solving ability

Contribute to a collaborative environment by mastering estate administration functions at CI Financial.
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