JobMesh

Manager, Private Client Administration and Quality Assurance

CI Financial · CA

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 wo...

Job 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 a Manager to join our Private Client Administration and Quality Assurance team. Reporting to the Director, Private Client Service and Administration, the successful candidate is accountable for all daily tasks and functions of the team, ensuring that they are administered on a timely and efficient manner while adhering to policies and procedures and within guidelines of product requirements and securities legislations. Our team takes great pride in providing high quality work and exceptional service for our high net worth clientele in the Assante Private Client and CI Private Wealth platforms. WHAT YOU WILL DO: - Ensure work volumes are managed in a timely and efficient manner and the department’s quality standards are met. This includes monitoring volume changes to ensure resources and priorities are adjusted accordi...