CI Financial

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Vancouver, BC

CI Financial

0.5

1.0

1.5

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3.0

3.5

4.0

4.5

5.0

Be the first to review!

Vancouver, BC

Sales & Service Administrator

Vancouver, British Columbia (view on map)

Posted 15 days ago

Job Description

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.

JOB OVERVIEW

We are currently seeking a Sales and Service Administrator to join our Assante Private Client team. In this role, the successful candidate will be an enthusiastic and positive person with excellent organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. In addition to administrative duties, the successful candidate will be responsible for providing assistance to advisors with various financial tasks.

WHAT YOU WILL DO

• Work with, coordinate, and follow up on work flow with other company departments
• Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs and Custodians (RBC Investor Services, NBCN)
• Prepare new account paperwork, trade documents, and verify transaction completion
• Prepare expense reports and other important confidential documents
• Coordinate, schedule and plan meetings, travel arrangement and other logistical details for the team
• Prepare Client related documents, reports, and presentations as required
• Maintain various databases, records, and monthly reports
• Manage and prioritize email flow
• Coordinate and maintain calendars for multiple associates
• Ad hoc administrative tasks and special projects as assigned
• Investigate account-related problems, recommend, and implement the best-possible agreed-upon solution for the client in a timely manner

WHAT YOU WILL BRING

• Minimum of 2 to 3 years of administrative assistant experience;
• Experience in a Financial Services environment;
• Knowledge of investment products (such as Mutual Funds, RRSP, RRIF, administrative tax knowledge) a must
• Strong oral and written communication skills complimented by strong interpersonal skills
• Detail-oriented and able to work well under pressure;
• Excellent prioritization and organizational skills;
• Proactive and customer-oriented attitude; customer focus towards external clients and employees at all levels
• Strong MS Office skills (Word, Excel, Outlook, PowerPoint)

SALARY RANGE:

$55,000 - 65,000 (Dependent on experience and skillset)

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Flexible & Hybrid Work Program
• Equipment Purchase Program
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Volunteer paid Days
• Complimentary vending machines

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.