CI Financial Looking for Administrative Assistant at Toronto, ON Full Time

CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

JOB OVERVIEW

We are currently seeking an Administrative Assistant to join our Sales & Marketing team. In this role, the successful candidate is expected to provide a high level of administrative service & support. The Administrative Assistant’s purpose is to organize and schedule activities for wholesalers and to support those activities with administrative work.

WHAT YOU WILL DO

Schedule appointments and meetings

Prepare dealer sales and asset reports

Answer calls and correspondence

Coordinate marketing materials, speakers, attendees, booths, and presentations for National dealer events

Complete expense reports and activity reports for two wholesalers

Summarize product and marketing updates

Review and distribute monthly reports to key dealer contacts

Maintain contact database

May require attending marketing functions and activities which extend beyond normal office hours

WHAT YOU WILL BRING

University degree and/or college diploma required

1-2 years’ experience within the financial services industry

Fluent computer skills (MS Word/Excel/PowerPoint)

Solid understanding of investment products and mutual funds

Excellent time management and organizational skills

Good understanding of administrative and client services

Excellent verbal and written communication skills

Able to work in a team environment

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

Recognition & Compensation

Training & Development

Health & Well-being

Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at [email protected], or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.