Business Processing Coordinator Term

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

The Business Processing Coordinator will be responsible for managing the relationship of new advisors/branches that are onboarding to Assante including accurately processing a variety of transactions on behalf of those advisors. Accuracy and a high level of service are expected at all times.

• Assist with all aspects of the onboarding relationship for new advisors and branches including:
  Branch user set up and coordination of access
• Training for the new branch on paperwork and processes – potentially onsite
• Effectively manage queues for non-financial & financial processing including:
  New account set up, client updates and non-financial transactions
• Set up/updates of fee groups, systematic plans, transfers, fee processing etc.
• Follow up on all outstanding transfers within SLA
• Respond in a timely manner to all inquiries and with a high level of service
• Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company
• Work with advisors/branches to obtain pending documentation follow-up
• Manage daily maintenance requirements of existing advisors to support regional initiatives including:
  Movement of books of business
• New hire set ups
• Retirements/Resignations/Terminations
• Accuracy is crucial and will be monitored through our Quality Control process
• Committed to continual learning via CI Learn and/or industry courses
• Assist with other departmental and corporate initiatives as required including automation where appropriate.

• Experience Minimum 2-year prior financial industry experience required
• Prior financial processing experience is an asset
• Prior client service experience is an asset
• Education/Training Post-secondary education IFIC Operations or Canadian Securities Course an asset
• Knowledge, Skills, and Abilities Ability to work as part of a team
• Ability to work under pressure while maintaining high level of accuracy
• High degree of accuracy and attention to detail is essential
• Well organized and results - oriented
• Excellent communication skills – verbal and written, Bi-lingual an asset
• Familiar with financial industry – account types and products including mutual funds, GIC, equities, ETF’s etc.
• Proficient PC skills
• Has respect for confidentiality of sensitive information
• Proven ability to work effectively in a dynamic and fast paced environment
• Demonstrates a high degree of urgency and accountability
• Highly motivated and eager to learn
• Client focused and service oriented

• Ability to work overtime as necessitated by business volumes
• Some travel may be required
• This role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position may be eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others.

Man…