CI Financial is seeking a Transfer Administrator to manage both in-kind and cash transfers of client assets to and from CI Investment Services (CIIS). The role requires handling registered and non-registered transfers, ensuring CRA and regulatory documentation, and meeting tight deadlines in a fast-paced environment.
The position emphasizes accuracy, knowledge of CDS/DTC platforms, and coordination with Trustees and internal teams.
Asset Transfer Specialist (CDS/ATON) in Toronto employer: CI Financial
CI Financial is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. With a strong commitment to employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring that our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly impact the success of our M&A operations and integrations.
