Manage client asset transfers in Toronto with CI Financial, using financial services knowledge and careful documentation in an in-office model four days weekly.
As a fixed-term Transfer Administrator, you will complete registered and non-registered transfers into and from CI Investment Services. The work covers mutual funds, stocks, bonds, money market positions, GICs, and cash. You will process manual and automated requests while meeting industry guidelines, deadlines, and service levels.
Key Responsibilities:
- Complete transfers between CI Investment Services and external institutions
- Process documentation for registered and non-registered account transfers
- Initiate or accept ATON requests within IIROC deadlines
- Research security codes and coordinate asset release with settlement
- Follow up on outstanding transfers and manage residual amounts
Requirements:
- Three or more years in a similar financial services role
- High school diploma or equivalent
- Understanding of mutual funds or securities basics
- Proficiency with Word, Excel, Access, and Outlook
- Knowledge of CDS, CDCC, NSCC, and DTC
Apply transfer administration, documentation accuracy, and securities knowledge to support CI Investment Services in Toronto.
Transfer Administrator Toronto employer: CI Financial Corp.
CI Financial is an exceptional employer that fosters a supportive and inclusive work environment, empowering employees to take ownership of meaningful projects while promoting professional growth. Located in a modern headquarters near Union Station, we offer competitive benefits, training reimbursement, and a culture that values continuous learning and innovation, making it an ideal place for ambitious individuals looking to thrive in the financial services sector.
