CI Financial is seeking a Private Client Administration Associate to support high-net-worth clients with financial and non-financial requests. The role requires accuracy, urgency, and the ability to handle complex transactions, including debits/credits, new accounts, and estate transfers.
The successful candidate will work onsite four days a week, collaborate with custodians and internal teams, and participate in a bonus program.
High-Impact Private Client Admin Associate 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.
