Business Processing Associate at CI

Join CI's Client Experience team as a Business Processing Associate. This in-office role requires strong analytical skills and attention to detail while managing financial transactions.
CI is looking for a Business Processing Associate with at least 1 year of experience in administrative or back-office operations. Responsibilities include analyzing financial requests, ensuring documentation compliance, and communicating with financial advisors. You will also manage modifications to transactions and assist in special projects as needed.
Key Responsibilities:
• Analyze and interpret trade requests for decision-making
• Ensure documentation complies with company policies
• Modify existing transactions in client accounts
• Communicate with financial advisors and third parties
• Conduct reviews of reconciliation and data integrity reports
Requirements:
• Minimum 1 year in an administrative or back-office role
• High school diploma required; post-secondary prefe...

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