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.
We are currently seeking an Estate Administrator to join our Dealer Operations team on a 6 month contract. This position will be responsible for all the administrations and processing of estate settlements. This highly motivated and energetic candidate will be responsible for ensuring all information and documentation is received in good order for processing. Timely and accurate processing of various financial transactions and inquiries from advisors and clients according to the established service level agreements. As well as assisting in implementing new developments in our current operation.

• Complete ad-hoc outgoing or incoming EFT and wires to/from the client’s financial institution. Ensure EFT in/out are reflected on both RBC Express payment activities reports, as well as internal Back Office systems (PARIO/BMS) via journal entries
• Process all cash and positions internal transfer movements between client accounts held within CIIS
• Taking ownership in ensuring the process of death settlements are complete in a timely manner. Coordinating and collaborating with internal business units to ensure exceptional service is delivered efficiently and effectively
• Conduct adequate due diligence and analysis of all financial/transactional request types/ Ensuring proper documentation and authorization is obtained prior to processing.
• Manage, respond to, and process requests received through the internal “Estate” mailbox, Salesforce, and Gateway within set SLA.
• Participate in User Acceptance Testing when required
• Handle set ups and modifications to existing/ongoing systematic transactions
• Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax when required
• Handle cleanup reports to ensure all client information is accurately reflected in our records
• Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department. Ad hoc duties relevant to the position shall be assigned as required