Location: Toronto, ON, Canada
Date Posted: Aug 19, 2025
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 Business Processing Coordinator will be responsible for managing the relationship of new advisors/branches that are onboarding to Assante including accurately processing a variety of transactions on behalf of those advisors. Accuracy and a high level of service are expected at all times.

• Manage all aspects of the onboarding relationship for new advisors and branches including
• :Weekly and ad hoc calls with the branch during the transition
• Training for the new branch on paperwork and processes – potentially onsite
• Respond in a timely manner to all inquiries and with a high level of service
• Process new accounts, client updates and non-financial transactions
• Process financial transactions including but not limited to set up/updates of fee groups,
• systematic plans, transfers, fee processing etc.
• Follow up on all outstanding transfers within SLA
• Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company
• Work with advisors/branches to obtain pending documentation follow-up
• Accuracy is crucial and will be monitored through our Quality Control process
• Committed to continual learning via CI Learn and/or industry courses
• Assist with other departmental and corporate initiatives as required including automation where appropriate.