Job opportunity
Registered Investment Transfer Specialist
CI Financial
Support registered asset transfers at CI Investment Services through precise documentation review and timely processing. Your work helps complete compliant client account movements.
As Transfer Administrator, you will manage registered and non-registered requests involving assets entering or leaving CI Investment Services. Responsibilities include Locked IN Plans, RESP Plans, CRA-related requirements, and documentation for relinquishing trustees. You will also coordinate with the Registered Products Team, internal settlement, Support, and external parties to resolve transfer inquiries.
Key Responsibilities:
Complete registered and non-registered account transfer requests
Submit Locked IN and RESP documentation to trustees
Confirm permitted assets and acceptable settlement instructions
Research pending transfer inquiries within established SLAs
Manage the VB Transfer internal email box
Requirements:
Knowledge of Locked IN Agreements and RESP Transfer Forms
Ability to support CRA requirements for registered assets
Strong documentation review and follow-up skills
Ability to communicate with internal and external parties
Understanding of industry guidelines and transfer deadlines
Use registered-products knowledge and documentation accuracy to advance compliant transfers for CI Investment Services client accounts.
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Apply on source site As Transfer Administrator, you will manage registered and non-registered requests involving assets entering or leaving CI Investment Services. Responsibilities include Locked IN Plans, RESP Plans, CRA-related requirements, and documentation for relinquishing trustees. You will also coordinate with the Registered Products Team, internal settlement, Support, and external parties to resolve transfer inquiries.
Key Responsibilities:
Complete registered and non-registered account transfer requests
Submit Locked IN and RESP documentation to trustees
Confirm permitted assets and acceptable settlement instructions
Research pending transfer inquiries within established SLAs
Manage the VB Transfer internal email box
Requirements:
Knowledge of Locked IN Agreements and RESP Transfer Forms
Ability to support CRA requirements for registered assets
Strong documentation review and follow-up skills
Ability to communicate with internal and external parties
Understanding of industry guidelines and transfer deadlines
Use registered-products knowledge and documentation accuracy to advance compliant transfers for CI Investment Services client accounts.
#J-18808-Ljbffr