We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing ...
We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing ...
We provide administration services to more than 150 clients across all alternative asset classes ... You will also manage client expectations and deliverable timelines in accordance with SLAs and ...
We provide administration services to more than 150 clients across all alternative asset classes ... You will also manage client expectations and deliverable timelines in accordance with SLAs and ...
We provide administration services to more than 150 clients across all alternative asset classes ... You will also manage client expectations and deliverable timelines in accordance with SLAs and ...
We provide administration services to more than 150 clients across all alternative asset classes ... You will also manage client expectations and deliverable timelines in accordance with SLAs and ...
Work closely with manager, team and internal stakeholders to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests * Adhere to control framework ...
Work closely with manager, team and internal stakeholders to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests * Adhere to control framework ...
Work closely with manager, team and internal stakeholders to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests * Adhere to control framework ...
Work closely with manager, team and internal stakeholders to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests * Adhere to control framework ...
Client delivery, controls, and year-end * You will work closely with your manager, team, and internal stakeholders to manage client expectations and deliver against SLA timelines for scheduled ...
Client delivery, controls, and year-end * You will work closely with your manager, team, and internal stakeholders to manage client expectations and deliver against SLA timelines for scheduled ...
PURPOSE As an Administrative Associate you will be responsible for contributing to the overall ... Ensure effective client administration by managing all administrative processes and escalations ...
PURPOSE As an Administrative Associate you will be responsible for contributing to the overall ... Ensure effective client administration by managing all administrative processes and escalations ...
As an Administrative Associate you will be responsible for contributing to the overall success of ... Ensure effective client administration by managing all administrative processes and escalations ...
As an Administrative Associate you will be responsible for contributing to the overall success of ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
As an Administrative Associate you will be responsible for contributing to the overall success of ... Ensure effective client administration by managing all administrative processes and escalations ...
As an Administrative Associate you will be responsible for contributing to the overall success of ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
As an Administrative Associate you will be responsible for contributing to the overall success of ... Ensure effective client administration by managing all administrative processes and escalations ...
As an Administrative Associate you will be responsible for contributing to the overall success of ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
ScotiaMcLeod Administrative Associate St Catharines (12 Month Contract)
Saint Catharines, ON · On-site
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
ScotiaMcLeod Administrative Associate St Catharines (12 Month Contract)
Saint Catharines, ON · On-site
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Ensure effective client administration by managing all administrative processes and escalations ...
Ensure effective client administration by following up with clients on missing documentation ... The Senior Associate would review or escalate any client issues that would put the firm or the ...
Ensure effective client administration by following up with clients on missing documentation ... The Senior Associate would review or escalate any client issues that would put the firm or the ...
With over $1 trillion in client assets under administration, we offer fund administration, banking ... Reporting to the Associate Director, this is a unique opportunity to join a dynamic, fast-growing ...
Quick apply
With over $1 trillion in client assets under administration, we offer fund administration, banking ... Reporting to the Associate Director, this is a unique opportunity to join a dynamic, fast-growing ...
Client Administration Associate information
What cities in Ontario are hiring for Client Administration Associate jobs?
Cities in Ontario with the most Client Administration Associate job openings:
Private Client Administration Associate
Toronto, ON • On-site
Full-time
PTO
Re-posted 2 days ago
Job description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing administrative support with the utmost sense of urgency and exceptional accuracy on all Financial and Non-Financial requests received from high net worth clientele. Areas of responsibility may include Debits/Credits, New Accounts, Estates, Transfers among other desks. Our team takes great pride in providing high quality service for our clients under the Assante Private Client and Stonegate platforms.WHAT YOU WILL DO
- Ensure that all requests are acted on in a timely, efficient and accurate manner
- Able to handle a fast paced and demanding area. Requests are regularly in excess of $1M and expectations are of same day service
- Ensure all internal and custodian compliance procedures are adhered to.
- Develop and maintain a good working relationship with custodians as well as internal departments
- Resolve inquiries from internal departments in an efficient and professional manner
- Recognize potential issues and report to management immediately for further escalation
- Assist in special projects and other Private Client desks if required.
- Must be flexible and able to work overtime during specific times of the year (i.e. RSP season, quarter end)
- Clearly communicate not-in-good-order items to the PC Service team
WHAT YOU WILL BRING
Education
- Post-secondary Education
- Enrollment or completion of CSC and/or IFIC Operations course would be an asset
Experience
- Mutual Funds experience is an asset
- 2+ years of prior experience is an asset
Knowledge, Skills and Abilities
- Related industry courses would be a definite asset
- Ability to think outside the box and big picture
- Proficiency in MS Excel and MS Word
- Must have a service-oriented mindset
- High accuracy and attention to detail
Thisrolefollowsourinofficeworkmodelandrequiresemployeestobeonsitefourdaysperweektosupportcollaborationandbusinessneeds.
Thisopportunityisforanexistingvacancywiththecompany.Theanticipatedbasesalaryrangeforthispositionis$42,500to$71,000.Exactsalarydependsonseveralfactorssuchasexperience,skills,education,andbudget.Salaryrangemayvarybasedongeographiclocation.Inadditiontobasesalary,thispositioniseligibleforparticipationinabonusprogram.Inaddition,TheCompanyoffersavarietyofbenefitstoeligibleemployees,includinghealthinsurancecoverage,wellnessprograms,lifeanddisabilityinsurance,retirementsavingsplans,paidleaveprograms,education-relatedprograms,paidholidaysandvacationtime,andmanyothers.Manyofthesebenefitsaresubsidizedorfullypaidforbythecompany.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us ataccessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.