Job Description & How to Apply Below
Explore an exciting Associate position focused on estate administration at CI Financial. This in-office role emphasizes accurate transaction processing and superior service to financial advisors and clients.
CI Investment Services Inc. seeks candidates with 1-5 years of administrative experience in the Financial Services sector. The Associate will manage financial requests, coordinate estate settlements, and communicate effectively with advisors. Additionally, this role offers opportunities to participate in departmental initiatives and improve operational efficiency.
Key Responsibilities:
• Complete transactions for deceased client accounts
• Process estate-related requests from the Estate mailbox
• Facilitate communication with financial advisors
• Conduct due diligence for transaction processing
• Assist with special projects during peak periods
Requirements:
• Bachelor’s degree or relevant job experience
• 1-5 years in Financial Services Operations
• Proficient in Microsoft Office tools
• Strong organizational and analytical skills
• Positive attitude with a self-initiated approach
Empower your career while ensuring excellent service in estate administration at CI Financial.
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Position Requirements
10+ Years
work experience
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