CI Financial Corp.
The Business Processing Associate ensures the timely and accurate processing of financial transactions, analyzes trade requests, and ensures all necessary documentation is received. The role involves providing prompt service to internal teams, advisors, and third-party institutions while maintaining data integrity and supporting departmental initiatives.
CI Financial offers global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CI Financial Corp..
38% below the average for this role
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