Business Processing Associate (6 Months Contract)

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 Business Processing Associate to join Client Experience team. In this role, the successful candidate will be responsible for ensuring the timely and accurate processing of various financial transaction types, for analyzing trade requests deemed “not in good order” and for incorporating the necessary steps to ensure all information and documentation is received in good order for processing. The incumbent is also responsible for providing prompt and courteous service to internal teams, to our advisors and/or to third-party institutions depending on the assigned task.

WHAT YOU WILL DO

• Conduct adequate analysis of all new financial/transactional request types
• Analyze and interpret trade requests to make sound decisions to action the request accordingly
• Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests
• Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts
• Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required
• Review daily reconciliation and data integrity reports as assigned
• Handle routine cleanup reports to ensure all client information is accurately reflected in our records
• Assist with special projects during pea...

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis.