Accounting & Finance

Asset Transfer Specialist

CI Investments Inc.

Fredericton · York County · Canada

CI Investments Inc. is seeking a Transfer Administrator to manage the movement of client assets into and out of CI Investment Services (CIIS), ensuring all transfer instructions are accurate, documented, and executed within regulatory deadlines.

The role requires checking ISIN, CUSIP, and mutual fund codes, coordinating with settlement teams and external custodians. Applicants should have 3+ years in financial services, a solid understanding of mutual funds and securities, and proficiency with

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Reference: WJ-3875_14132600

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