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CI Investments has been managing money on behalf of Canadian investors since 1965. In 1981, CI entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management.

Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers.

CI is a leader in innovation. The company was, for example, the first to offer tax-efficient funds with the introduction of CI Corporate Class. CI also was a leader in introducing industry funds and was the first mutual fund company to partner with an insurance company to offer segregated funds. In 2013, CI launched the G5|20 Series, which offers guaranteed cash flow over 20 years and is the first mutual fund of its kind in Canada.

In June 2005, CI adopted the name CI Investments to reflect its diverse lineup of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments.

Today, CI Investments is a leading investment manager with approximately $85.6 billion in assets under management. About two million Canadians trust us to help realize their financial goals.

CI is proud to partner with financial advisors across Canada, who offer our funds to their clients. We believe investors are most successful when they follow a sound financial plan developed with the assistance of a qualified advisor.
CI is affiliated with three alternative asset management firms, Marret Asset Management Inc. (www.marret.com), Red Sky Capital Management Ltd. (www.redskycm.com) and Lawrence Park Capital Partners, Ltd. (www.lpcapitalpartners.com).

CI also serves the institutional investment marketplace through a dedicated division, CI Institutional Asset Management, which is on the Web at www.ciinstitutional.com.

CI is a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol CIX. CI Financial had approximately $111 billion in fee-earning assets as of September 30, 2013.
 

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New Accounts Administrator

Location: Toronto, canada

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CI Financial

20th Floor
2 Queen Street East
Toronto, ON
Toronto ,M5C 3G7
CANADA

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New Accounts Administrator

Location:
(CANADA) and Toronto
Job Reference:
5283
Functional Area/Experience:
Other / 2 Years
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Job Description:

Job Description & Qualifications

POSITION: New Accounts Administrator
LOCATION: Toronto (M5J 0A3)
STATUS: Contract (12 Months) 

JOB OVERVIEW

We are currently seeking a New Account Administrator, to join our Operations Department. In this role, the successful candidate is expected to assist with the quality control of documents received and provide support for our advisor and branch offices. Our team takes great pride in our ability to be proactive in assisting our field offices to ensure documentation received is handled in an efficient, yet timely manner.

WHAT YOU WILL DO 

 

  • Quality Control account documentation
  • Work with our branch offices to ensure any outstanding/deficient documents are received in good order
  • Create new client accounts / data entry within set guidelines
  • Handle any ongoing pending documentation follow-ups as required
  • Assist with other administrative functions 

 

WHAT YOU WILL BRING 

 

  • Minimum 2 years' experience within the financial services industry
  • High degree of accuracy and attention to detail in critical
  • Ability to adapt to various systems is essential
  • Excellent communication and interpersonal skills
  • Post-Secondary education required

 

WHAT YOU CAN EXPECT FROM US

 

  • Collaborative and friendly team environment
  • Opportunities to develop and grow within the company
  • Health and Wellness programs including discounted corporate fitness membership and nutritional seminars
  • Modern, conveniently-located facilities
  • Community involvement including OneWalk to Conquer Cancer, Bay Street Hoops and more.