Private Client Administration Associate at CI

CI is hiring a Private Client Administration Associate to provide exceptional support for high net worth clients. Deliver timely and precise administrative assistance within a structured environment.

In this role, you will handle various financial and non-financial requests, focusing on accuracy and compliance. The position demands forming solid relationships with custodians and managing inquiries efficiently within a fast-paced workflow.

Key Responsibilities:

• Act swiftly on requests with utmost accuracy

• Handle transactions exceeding $1 million with care

• Ensure adherence to compliance procedures

• Develop relationships with custodians and colleagues

• Communicate clearly with the PC Service team about issues

Requirements:

• Relevant post-secondary education is required

• Minimum of 2 years of industry experience is preferred

• Exposure to mutual funds is an asset

• Proficiency in MS Office, especially Excel and Word

• Desire to pursue CSC or IFIC Operations certification is a plus

Leverage your service mindset and attention to detail in this vital role at CI Financial.
#J-18808-Ljbffr