Asset Transfer Specialist in Fredericton

Asset Transfer Specialist in Fredericton

Fredericton Full-Time On-site
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CI Investments Inc. is seeking a Transfer Administrator to manage the movement of client assets into and out of CI Investment Services (CIIS), ensuring all transfer instructions are accurate, documented, and executed within regulatory deadlines.

The role requires checking ISIN, CUSIP, and mutual fund codes, coordinating with settlement teams and external custodians. Applicants should have 3+ years in financial services, a solid understanding of mutual funds and securities, and proficiency with

Asset Transfer Specialist in Fredericton employer: CI Investments Inc.

CI Financial is an exceptional employer that fosters a supportive and inclusive work environment, empowering employees to take ownership of meaningful projects while promoting personal and professional growth. With competitive benefits, including health insurance, wellness programs, and a modern HQ location near Union Station, employees are encouraged to thrive in a collaborative atmosphere. The company values ambition and continuous learning, making it an ideal place for those looking to excel in the investment fund industry.

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Contact Details:

CI Investments Inc. Recruitment Team