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© All Rights Reserved. ApplyBlast.com
CI Financial Corp.
The Transfer Administrator ensures the efficient and compliant transfer of client account assets, both in-kind and in cash, to and from CI Investment Services. This role involves managing registered and non-registered account transfers, handling documentation, and resolving inquiries within established service level agreements. The position requires strong organizational skills, attention to detail, and the ability to work effectively in a deadline-oriented environment.
CI Financial is a global wealth management and asset management firm that provides advisory services and investment management for individuals and institutions. Since 1965, the company has focused on anticipating and responding to the evolving needs of investors. It operates across multiple brands and platforms to deliver diversified investment solutions, portfolio management, and financial guidance. With a global reach and a client-centric approach, CI Financial aims to help investors manage and grow their assets.
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..
CI Financial Corp. didn’t post a salary, so this is our estimate from similar listings.
11% above the average for this role