Business Processing Administrator at CI Financial

Start your career at CI Financial as a Business Processing Administrator, focusing on back-office support in an engaged and modern office environment. This entry-level position is key in ensuring client satisfaction through efficient account management.
In this role, you will support the Client Experience team while gaining valuable exposure to account administration tasks. Responsibilities include processing client account updates and reviewing new account openings, all while maintaining high accuracy in a fast-paced workspace. Your organizational skills will support meaningful relationships with clients and strengthen the team.
Key Responsibilities:
• Conduct account opening and review processes
• Perform administrative trade-related duties
• Assist with asset transfers and registered account updates
• Process RESP withdrawals and breakdowns
• Manage pending account closures and write-offs
Requirements:
• Experience in mutual funds or customer service is pr...