Business Processing Coordinator (Fixed Term)

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. 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. What You Will Do: - Assist with all aspects of the onboarding relationship for new advisors and branches including: - Branch user set up and coordination of access - Training for the new branch on paperwork and processes – potentially onsite - Effectively manage queues for non-financial & financial processing including: - New account set up, client updates and non-financial transactions - Set up/updates of fee groups, systematic plans, transfers, fee processing etc. - Follow up on all outstanding transfers within SLA - Respond in a timely manner to all in...