This role is hybrid and requires you to be in our downtown Toronto office (250 Yonge Street) 2-3 times per week - subject to change at any time.
Client is one of Canada's largest investment fund companies. We work to help our clients achieve financial security and realize their dreams by delivering top-quality investment services and products, and strive to make the highest ethical principles an integral part of every business transaction and relationship. An opportunity at CI Financial goes beyond ensuring the right job – we promise you a successful future in financial services and the chance to bring your talent and potential to life.
We are currently seeking a Bilingual Financial Resolution Administrator to join our Operations team. In this role, the successful candidate will be responsible for evaluating and researching all trade requests deemed “not in good order” and incorporating the necessary steps to ensure all information/documents that may be required are received in order for the trades to be processed in a timely and efficient manner. The incumbent is also responsible for providing prompt and courteous service to financial advisors, third party institutions and unit holders.
WHAT YOU WILL DO
• Analyze and Research all “not in good order” trade requests.
• Ability to analyze documents, interpret what is being requested and make sound decisions to action the transaction accordingly.
• Communicate with Financial Advisors, clients and necessary third parties via telephone, fax, letter or email.
• Follow CI and Industry policies and procedures.
• Provide prompt and courteous service.
• Liaise with other departments as required.
• Special projects as assigned.
• Bilingual in English and French.
• Translate all French documents to English prior to processing.
• Excellent problem-solving skills.
• Keen attention to detail.
• Strong organizational and time management skills.
• Excellent communications skills.
• Ability to work well independently or as part of a team.
• Ability to work well under pressure and within time constraints.
• Must be flexible and able to work overtime during specific times of the year (i.e. RSP season).
• 2 years of progressive industry experience an asset.
• Post-Secondary Education or equivalent related business experience in the financial industry an asset.
• Successful completion of the IFIC Operations, IFIC Funds or CSC is an asset.
• Sound understanding of broker back office administrative practices is an asset.
Together, as owners, let’s turn meaningful insights into action.
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.
Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
At CGI, we recognize the richness that diversity brings. We strive to create a work culture where all belong and collaborate with clients in building more inclusive communities. As an equal-opportunity employer, we want to empower all our members to succeed and grow. If you require an accommodation at any point during the recruitment process, please let us know. We will be happy to assist.
Come join our team—one of the largest IT and business consulting services firms in the world.