Transfer Administrator

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.

The responsibility of the Transfer Administrator is to ensure the efficient transfer of client account assets either “in kind” or “in cash” to CI Investment Services (CIIS) or from CIIS and doing so in a manner that meets all industry guidelines and deadlines. Furthermore, it is the duty of the Transfer Administrator to ensure each Registered Transfer request is accompanied with the appropriate provincial and/or federal documentation, relating to account transfers.

This role is responsible for the completion of all registered and non-registered account transfers; which include investments in...