CI Financial Business Processing Associate
CI Investments Inc. • fredericton, Canada
Role Description
Step into a Business Processing Associate role at CI, where your analytical and problem-solving skills will shine in an office setting. This position entails managing financial transactions efficiently.
As a Business Processing Associate at CI, you will support the Client Experience team with financial request analysis and processing. With a minimum of 1 year of experience in a similar environment, you’ll ensure that proper documentation is obtained and maintained. You will also communicate with financial advisors, review data reports, and assist with ongoing initiatives.
Key Responsibilities:
• Conduct analysis on financial transaction requests
• Ensure compliance with documentation and authorization
• Handle modifications to systematic transactions
• Communicate effectively with advisors and third parties
• Review and clean client data and reports
Requirements:
• 1+ years in an administrative or operations rol...
As a Business Processing Associate at CI, you will support the Client Experience team with financial request analysis and processing. With a minimum of 1 year of experience in a similar environment, you’ll ensure that proper documentation is obtained and maintained. You will also communicate with financial advisors, review data reports, and assist with ongoing initiatives.
Key Responsibilities:
• Conduct analysis on financial transaction requests
• Ensure compliance with documentation and authorization
• Handle modifications to systematic transactions
• Communicate effectively with advisors and third parties
• Review and clean client data and reports
Requirements:
• 1+ years in an administrative or operations rol...