Advisor Services Specialist, Specialized Processing

1 month ago

Mississauga ON, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une expérience client exceptionnelle.

 
Votre formation, vos aptitudes et votre expérience vous permettent déjà de connaître le succès dans le secteur de la gestion de patrimoine. L’équipe de l’Administration des valeurs mobilières d’IPC prend de l’expansion Nous sommes à la recherche d’un ou d’une spécialiste des services de traitement spécialisé – une personne qui peut offrir un service à la clientèle exceptionnel et soutenir nos conseillers et conseillères afin que les opérations soient traitées avec minutie et dans les délais impartis.
Fonctions du ou de la spécialiste des services aux conseillers et conseillères, traitement spécialisé
Travailler avec les bureaux des conseillers et conseillères pour offrir des conseils, indiquer les exigences en matière de documents et traiter les opérations demandées dans les comptes clients
Corriger les données des comptes clients, comme les cotisations et les feuillets d’impôt des régimes enregistrés
Collaborer avec les équipes internes en personne et avec les équipes externes afin de rehausser l’expérience client
Participer activement à l’évaluation de la pertinence des lignes directrices actuelles et aider à la mise à jour des renseignements sur le régime de souscription d’actions du service
Participer aux activités de formation, projets et initiatives internes qui lui sont attribués
Capacité à exploiter la technologie pour améliorer l’expérience client
Études postsecondaires en administration des affaires ou expérience équivalente
Connaissance des logiciels d’arrière-guichet pertinents en matière de valeurs mobilières, un atout
Excellente connaissance des applications de la suite Microsoft Office, principalement Word et Excel
Un soutien de premier ordre en matière de formation pour vous aider à réussir dans le rôle qui vous sera confié
De formidables atouts : des avantages sociaux répondant à vos besoins, un régime de retraite, un régime d’achat d’actions, des rabais d’entreprise, des événements sociaux, un horaire de travail estival et de la convivialité

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