Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

WHAT YOU WILL DO

• Provide complete administration duties assistance to the DVP as well as supporting the team, including some aspects of Business Development Manager role

• Prepare dealer sales and asset reports

• Answer calls and correspondence

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

• Organizing and accountability of promotional items

• Complete expense reports and assist with activity reports for three (3) DVPs

• Summarize product and marketing updates

• Review and distribute monthly reports to key dealer contacts

• Maintain contact database

• Schedule appointments and meetings

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

POTENTIAL RECEPTION DUTIES:

• Responsible for handling incoming, outgoing, or inter-office calls
• Greeting clients and guests
• Sorting incoming mail
• Ordering catering for events
• Ensuring the fridge is stocked and drinks are ordered
• Ordering mailing supplies

WHAT YOU WILL BRING

• 1-2 years industry experience as an administrative assistant

• College diploma would be an asset

• Securities Industry certifications a plus

• Fluent in computer skills (MS Word/Excel/PowerPoint)

• 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

• Fluent in English and/or French depending on region (written and oral)

• Hybrid WFH and Office position

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

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station

• Equipment Purchase Program

• Training Reimbursement

• Paid Professional Designations

• Employee Share Purchase Program (ESPP)

• Corporate Discount Program

• Enhanced group benefits

• Parental Leave Top–up program

• Fitness membership discounts

• Volunteer paid Days

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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 provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.