Administrative Associate Opportunity with CI Financial

Become part of CI Financial as a Licensed Administrative Associate in Cornwall, ON, where your role revolves around supporting Advisors and enhancing client relationships. This full-time position encourages proactive engagement and professional growth.
In this role, you will assist Advisors with daily tasks, manage client communications, and ensure smooth operation within the office. Your responsibilities will include preparing for meetings and documenting notes, all aimed at delivering exceptional client service. If you are looking for a challenging yet rewarding administrative role, this is the opportunity for you.
Key Responsibilities:
• Facilitate planning meetings for Advisors
• Maintain organized client records and transaction logs
• Respond to client inquiries and schedule appointments
• Prepare documentation for client meetings
• Execute follow-up tasks and updates in CRM
Requirements:
• Life License and CIRO certification required
• Detail-oriente...