ABOUT USFounded in , CI Assante Wealth Management is a wholly owned subsidiary of CI Financial and one of Canada’s largest wealth management firms.
Our professional advisors, located in communities throughout the country, oversee approximately $39 billion in assets for more than , clients.
CI Assante Wealth Management's services include investment management, retirement planning, tax planning, insurance and estate planning.
POSITION : Business Processing CoordinatorLOCATION : Toronto, ONSTATUS : Full-time JOB OVERVIEWThe Business Processing Coordinator will be responsible for managing the relationship of new advisors / branches that are onboarding to Assante including accurately processing a variety of transactions on behalf of those advisors.
Accuracy and a high level of service are expected at all times.WHAT YOU WILL DOManage all aspects of the onboarding relationship for new advisors and branches including : Weekly and ad hoc calls with the branch during the transitionTraining for the new branch on paperwork and processes potentially onsiteRespond in a timely manner to all inquiries and with a high level of serviceProcess new accounts, client updates and non-financial transactionsProcess financial transactions including but not limited to set up / updates of fee groups, systematic plans, transfers, fee processing etc.
Follow up on all outstanding transfers within SLAReview all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund companyWork with advisors / branches to obtain pending documentation follow-upAccuracy is crucial and will be monitored through our Quality Control processCommitted to continual learning via CI Learn and / or industry coursesAssist with other departmental and corporate initiatives as required including automation where appropriate.
WHAT YOU WILL BRINGExperience2+ years of prior experience is an asset Prior RPM processing experience is an assetPrior client service experience is an asset Education / TrainingPost-secondary educationIFIC Operations or Canadian Securities Course an asset Knowledge, Skills, and AbilitiesAbility to work as part of a teamAbility to work under pressure while maintaining high level of accuracyHigh degree of accuracy and attention to detail is essentialWell organized and results - orientedExcellent communication skills verbal and written, Bilingual an assetFamiliar with financial industry account types and products including mutual funds, GIC, equities, ETF’s etc.
Proficient PC skillsHas respect for confidentiality of sensitive informationProven ability to work effectively in a dynamic and fast paced environmentDemonstrates a high degree of urgency and accountabilityHighly motivated and eager to learnClient focused and service oriented WHAT YOU CAN EXPECT FROM USOur dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through : Recognition & CompensationTraining & DevelopmentHealth & Well-beingCommunication & Feedback