Job Description
Join CI Financial as a Business Processing Administrator, supporting crucial back-office operations in a collaborative in-office setting. This entry-level role offers ample room for growth and the chance to work on innovative projects.
As a Business Processing Administrator, you will assist the Client Experience team by handling administrative functions related to account management. You’ll engage with key tasks such as processing account openings and updates while ensuring accuracy in a fast-paced environment. This role focuses on detail-oriented responsibilities with the opportunity to develop your skills further.
Key Responsibilities:
• Process and review account openings and updates
• Manage journal entries and trade-related tasks
• Handle internal and external asset transfers
• Update and unlock registered accounts effectively
• Track pending close/freezes and write-offs
Requirements:
• Previous mutual fund or customer service experience preferred
• P...
As a Business Processing Administrator, you will assist the Client Experience team by handling administrative functions related to account management. You’ll engage with key tasks such as processing account openings and updates while ensuring accuracy in a fast-paced environment. This role focuses on detail-oriented responsibilities with the opportunity to develop your skills further.
Key Responsibilities:
• Process and review account openings and updates
• Manage journal entries and trade-related tasks
• Handle internal and external asset transfers
• Update and unlock registered accounts effectively
• Track pending close/freezes and write-offs
Requirements:
• Previous mutual fund or customer service experience preferred
• P...