{bc}
Apply
workday

Service Associate

CI Financial
Ottawa, CAN
Full-time
Mid
Onsite
Discovered 1 weeks ago

Full Job Posting

WHAT YOU WILL DO

  • Accurately process daily mutual fund, stock, and bond trades.
  • Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers.
  • Manage and maintain filing systems.
  • Update and maintain non financial requests.
  • Liaise with Assante back office on transfers, administration issues, and maintenance tasks.
  • Assist with coordinating digital marketing.
  • Be the first point of contact for new National Account clients and triage with the appropriate CI Assante resources.
  • WHAT YOU WILL BRING
  • A minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.
  • Post-secondary education.
  • Ability to meet deadlines and work efficiently under pressure, with a keen attention to detail.
  • Excellent verbal and written communication skills.
  • Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
  • Familiarity with DocuSign, and Salesforce is a plus.
  • Strong analytical, administrative, problem-solving, and organizational skills.
  • Self-motivated with a positive attitude.
  • Proven ability to collaborate well in a team environment and maintain professionalism in a fast-paced setting with tight deadlines.
  • 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 is 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. 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 Top–up 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 at [email protected], or call 416-364-1145 ext. 4747.

Preferred Qualifications

  • Familiarity with DocuSign, and Salesforce is a plus.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at CI Financial

Private Client Administration Associate

Toronto, CAN

Discovered 2 days agoFull-time

Business Development Manager

Calgary, CAN

Discovered 2 days agoFull-time

Manager, Fund Tax

Toronto, CAN

Discovered 3 days agoFull-time

Senior Business Processing Associate

Toronto, CAN

Discovered 3 days agoFull-time

Transfer Administrator (Fixed-Term)

Toronto, CAN

Discovered 3 days agoFull-time

Compliance Officer, Registrations

Toronto, CAN

Discovered 5 days agoFull-time

Compliance Officer, Surveillance

Toronto, CAN

Discovered 6 days agoFull-time

Financial Operations Processing Associate

Toronto, CAN

Discovered 6 days agoFull-time