CI Financial in Toronto, ON, is looking for a Business Processing Coordinator who excels in managing relationships and transactions for new advisors and branches. This full-time role prioritizes accuracy and high-quality service throughout the onboarding process.Candidates should possess a minimum of two years of experience in the financial industry, focusing on various onboarding aspects including account setup and paperwork coordination. You will assist with training, ensure timely processing of tasks, and follow through on documentation to provide unmatched support. This position is ideal for someone detail-oriented and eager to enhance their skills in a supportive environment.Key Responsibilities:• Oversee onboarding for new advisors and branches• Train teams on paperwork and operational processes• Process financial and non-financial transactions accurately• Review documentation prior to processing• Support ongoing maintenance for existing advisorsRequirements:• Minimum 2 years of experience in finance• Familiarity with financial documentation and client servicing• Post-secondary education preferred• High degree of accuracy and attention to detail• Willingness to learn in a fast-paced settingTake the next step in your career at CI Financial, focusing on client service and attention to detail.#J-18808-Ljbffr
Ci Financial Business Processing Coordinator
CI FINANCIAL CORP.
toronto, toronto
Published 24 days ago
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