Licensed Administrative Associate

Update the Client Record

Meeting notes (record and save into client data folder)

Record follow up tasks in Navigator

Complete paperwork and submit to head office for processing (forms and applications)

Complete life insurance applications (if applicable) and inform advisor once information has all been populated into electronic application. Advisor is responsible for reviewing the application, completing the Advisor Report and submitting the application.

Create processing notes in CRM

Ensure Advisor Notes are in CRM

Scan and save necessary documents into the client data folder

Review meeting with advisor

Prepare information document (letter/story/memos) for accountant, lawyer, etc. (if applicable)

Office project assignment (research, templates, business development)

Maintain review schedule and book appointments

Maintain working files (if necessary) and purge old documents

Maintaining client Database

Monitor Life Insurance premiums to come due

Researching leads that come into the office and networking with advisor

Pending life insurance follow up – daily

Premium payment reconciling

Bank deposits – GICS & Investments (when applicable)

Monitor budget targets with advisor

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.