Associate, Estate (Fixed 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.

WHAT YOU WILL DO

• Completes ad-hoc outgoing or incoming EFT and wires. Ensures they are on payment reports as well as internal Back Office systems via journal entries
• Process all cash and securities position movements on deceased client accounts
• Taking ownership in ensuring the process of death settlements are complete in a timely manner. Coordinating and collaborating with internal business units to ensure exceptional service is delivered efficiently and effectively
• Conduct adequate due diligence and analysis of all financial/transactional request types/ Ensuring proper documentation and authorization is obtained prior to processing.
• Manage respond to and process requests received through Estate mailbox and CRMs within set SLA.
• Participate in User Acceptance Testing when required
• Communicate with financial advisors and necessary third parties via phone email Message serv and/or fax when required
• Handle cleanup reports to ensure all client information is accurately reflected in our records
• Assist with special projects during peak periods as assigned and contribute to ongoing initiatives undertaken by the department. Ad hoc duties relevant to the position shall be assigned as required

WHAT YOU WILL NEED

Must Have

• Bachelors degree or job-related experience
• 1-5 year of experience in the Financial Services industry (including internships) in an Administrative/Operations environment or similar capacity is preferred.
• Self-initiated fast learner with a positive attitude.
• Attention to detail and organization skills with the mindset of how you can make the team more efficient and effective
• Strong soft skills including verbal and written communication people organizational and client service skills
• Ability to adapt to a rapidly changing business and technology environment
• Excellent analytical and problem-solving skills.
• Proficiency in Microsoft Office including Word Excel PowerPoint and Outlook

Nice to Have

• Strong understanding of Registered Products (RRSP RIF TFSA LIRA LIF RESP) Estate/Death Settlement is preferred.
• Extensive knowledge of industry back-office or Operations practices.
• Prior data entry/financial transaction processing experience.
• Understanding of investing fundamentals and/or Mutual Funds is considered an asset.

WORKING CONDITIONS

• Overtime may be required during peak periods

This role follows our inoffice 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 $42500 to $71000. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position may be eligible for participation in a bonus 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. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Topup program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or call ext. 4747.