Private Client Administration Associate

Job Overview

At CI, we see a great place to work as 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.

Responsibilities

• Ensure all requests are acted on in a timely, efficient and accurate manner.
• Handle fast‑paced and demanding tasks with request volume...