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Coordinator, Region Office Operations- Montréal Décarie

IG Wealth Management

IG Wealth Management

Operations
Montreal, QC, Canada · Montreal, QC, Canada
Posted on Oct 30, 2024
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Division: IG Strategy & Business Operations

Location: Montréal Décarie

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Department Summary:

The Region Office Operations Division is responsible for providing operational and administrative support services to members of the Consultant network in Region and Division offices across the country.

Position Summary:

The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management.

Duties Include:

  • Handles Region Office business processing and compliance/regulatory administration related to several different platforms IGFS, IGFS Nominee, IGSI, Solutions Banking and Insurance

  • Process client business including –document pre-edit, client and account set up, client adjustments, document processing and retention

  • Offer direction and support to consultants and their teams on policies, procedures and available resources, including offering training

  • Answers the telephone and provides exceptional client service to internal and external clients

  • Serves guests by greeting, welcoming and directing them appropriately

  • Handles incoming and outgoing mail and package distribution

  • Order and maintain office supplies

  • Updates job knowledge by participating in educational opportunities

  • Performs other administrative related duties as assigned

  • Provides support to the Manager, Region Office Operations as required

Qualifications:

  • Minimum 2 years of administrative and reception experience preferably in the Financial Services industry

  • Post-secondary education in a business discipline

  • Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office Suite

  • Proven strengths in the area of:

  • Client service orientation – Understanding and meeting internal and external client needs and perspectives

  • Accountability - Results oriented, takes ownership and delivers on commitments

  • Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication

  • Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

  • Ability to handle pressure

  • Discretion and ability to organize and prioritize multiple tasks under tight deadlines

  • Bilingualism (French-English) is required

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by August 16, 2024.

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