Business Processing Associate

Overview

Join to apply for the Business Processing Associate role at CI Financial . CI is dedicated to creating a safe workplace where employees can voice ideas, grow through challenging work, and participate in innovative projects while receiving support and engagement.

We are currently seeking a Business Processing Associate to join our Dealer Operations team. The successful candidate will ensure timely and accurate processing of various financial transaction types, analyze trade requests deemed “not in good order,” and ensure all information and documentation are received in good order for processing. The role also requires providing prompt and courteous service to internal teams, advisors, and third-party institutions as assigned.

What you will do

• Conduct adequate analysis of all new financial/transactional request types
• Analyze and interpret trade requests to make sound decisions to action the request accor...