Support CI's Client Experience team with financial transaction processing, queue monitoring, and accurate service in an in-office model four days weekly.
As a Senior Business Processing Associate, you will serve as subject matter expert and internal escalation point for administrators. You will help process financial and non-financial transactions within SLA requirements. The work includes analyzing trade requests, reviewing documentation, and communicating with advisors or third parties.
Key Responsibilities:
- Monitor queues and assign workloads efficiently across administrators
- Analyze new financial and transactional request types
- Interpret trade requests and determine appropriate processing actions
- Review reconciliations, integrity reports, and cleanup reports
- Support training, special projects, and User Acceptance Testing
Requirements:
- Minimum three years in administration or operations back-office environments
- High school diploma required; business education is an asset
- Prior data entry and financial transaction processing experience
- Excellent analytical, problem-solving, and communication skills
- Knowledge of registered products or mutual funds is an asset
Apply financial processing expertise, analytical judgment, and detailed transaction oversight to support CI's Client Experience operations.
Senior Financial Processing 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.
