Financial Fee Associate at CI Financial

Elevate your career as a Financial Fee Processing Associate at CI Financial, a leader in wealth management. This role focuses on the accuracy and management of financial transactions involving client fees.

CI seeks a detail-oriented candidate who can navigate complex fee structures with precision in this in-office position. With 1-3 years of experience in financial operations, you will work closely with internal teams to ensure timely processing and compliance with all regulations affecting financial transactions.

Key Responsibilities:

• Accurately process client fees and related adjustments

• Collaborate with IT on the monthly fee calculation

• Reconcile fee transactions for accuracy

• Ensure compliance with internal and external guidelines

• Act as a point of contact for fee inquiries and disputes

Requirements:

• Bachelor’s degree or equivalent experience in Finance

• 1-3 years in fee processing or financial operations

• Familiarity with financial systems preferred

• Strong Excel and analytical skills necessary

• Excellent communication for effective teamwork

Harness your skills in fee management to contribute to CI’s operational success while growing your career.
#J-18808-Ljbffr