Business Processing Associate at CI (New Brunswick)
Business Processing Associate at CI (New Brunswick)
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New Brunswick, Canada
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Posted: less than a week ago
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Description
Join CI's Client Experience team as a Business Processing Associate. This in-office role requires robust 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 preferred • Excellent problem-solving and communication skills • Understanding of investing fundamentals is a plus • Prior financial transaction processing experience Bring your analytical skills and attention to detail to support CI's financial operations effectively. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pnk87
Highlights
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Company nameCI Investments
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Job positionBusiness Processing Associate at CI (New Brunswick)
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