Financial Operations Associate at CI

Explore a pivotal role as a Financial Operations Fee Processing Associate at CI, where you will play a key part in managing fee-related transactions. This in-office role emphasizes details and accuracy in payment reconciliations and compliance.

Join CI’s financial processing team to gain hands-on experience in financial operations. The ideal candidate has 1-3 years of experience, strong analytical skills, and the ability to handle complex fee structures.

Your role will contribute directly to improving our fee processing systems and workflows, ensuring accuracy and client satisfaction.

Key Responsibilities:

• Process and record all fee-related transactions accurately

• Assist in the monthly fee run with IT support

• Reconcile fee transactions daily, bi-weekly, and monthly

• Update and maintain fee schedules in financial systems

• Serve as contact for internal teams on fee inquiries

Requirements:

• Bachelor’s degree in Finance, Accounting, or related field

• 1-3 years of financial operations experience

• Familiarity with invoicing software and accounting principles

• Strong proficiency in Microsoft Excel

• Excellent communication skills for client interaction

Bring your detail-oriented approach and analytical skills to enhance CI's operational efficiency and client services.
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