CI Financial in Toronto, ON, is looking for a Business Processing Coordinator who excels in managing relationships and transactions for new advisors and branches. This full-time role prioritizes accuracy and high-quality service throughout the onboarding process.
Candidates should possess a minimum of two years of experience in the financial industry, focusing on various onboarding aspects including account setup and paperwork coordination. You will assist with training, ensure timely processing of tasks, and follow through on documentation to provide unmatched support. This position is ideal for someone detail-oriented and eager to enhance their skills in a supportive environment.
Key Responsibilities:
• Oversee onboarding for new advisors and branches
• Train teams on paperwork and operational processes
• Process financial and non-financial transactions accurately
• Review documentation prior to processing
• Support ongoing maintenance for existing advisors
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