Join CI's Client Experience team as a Business Processing Associate, offering your expertise in managing financial transactions with exceptional attention to detail. This in-office position requires strong analytical skills.
CI is actively seeking a Business Processing Associate who has at least 1 year of experience in administrative and back-office operations. In this role, you will analyze new transaction types, ensure accurate documentation, and communicate with financial advisors effectively. Additionally, you'll conduct reviews of daily reconciliation and support various departmental initiatives.
Key Responsibilities:
• Analyze new financial transaction requests for accuracy
• Obtain necessary documentation per company policies
• Modify existing systematic transactions in accounts
• Communicate with financial advisors via various platforms
• Review and ensure client data accuracy in systems
Requirements:
• Minimum 1 year experience in administrative supp...