Senior Administrative Assistant

1 month ago

TroisRivières, Canada IG Wealth Management Full time

Division: IG Sales & Distribution

Location: Trois-Rivières, QC

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 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.

Position: Senior Administrative Assistant

The Regional Vice President is looking for a Senior Administrative Assistant. This role is key in supporting the Regional Vice President in their work as an extension of the Distribution Leadership team to lead and provide strategic direction on all aspects related to the operations and management of the local IG Wealth Management Region Office. The Regional Vice President is responsible for long-term growth, productivity, and overall sales results of their region through the attraction, acquisition and retention of both clients and top Consultant talent. In addition, they are accountable to build an inclusive, diverse and strong compliance culture within their region.

Job Duties

Drawing on previous experience in an administrative role, the Senior Administrative Assistant will be responsible for providing complete administrative support for the Regional Vice President while operating in a fast-paced, confidential, multi-tasking environment. You must be a self-motivated, highly organized individual with an ease for communication and a passion for client service.

Responsibilities

  1. Provides confidential senior level administrative support services to the Regional Vice-President.
  2. Maintains appointment schedules and coordinates meetings (in person or virtual).
  3. Manages email inbox and completes/actions tasks on RVP's behalf.
  4. Proactively monitors calendar.
  5. Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation.
  6. Support and management of technology adoption.
  7. Prepares correspondence, reports and presentations.
  8. Coordinates travel arrangements and prepares expense reports.
  9. Provides sales, process, marketing, and administrative support to the RVP and the entire region.
  10. Provides technology support related to BYOD; Help Desk escalations; general inquiries.
  11. Supports business development and marketing activities and strategies as required.
  12. Helps the execution of region client acquisition events (both virtual and in person).
  13. Facilitates and follows up on PWPE cases by pulling documentation and completing intake forms, ensuring appropriate reviews/calls are scheduled (engage necessary stakeholders when required) and track and follow-up to ensure case and outcomes are completed in a timely manner.
  14. Develops a strong working knowledge of Advisor Portal and is competent in running reports related to Consultant and region activity (ie. BID reports, Client Acquisition, Unbundled Progress, LPP Progress).
  15. Supports and collaborates with all levels of regional leadership (RVP, DMs), employees (regional office, compliance, marketing, etc.) and Consultants, in many cases across multiple locations.
  16. Region Office support including collaboration with Region Operations team to set up workspaces and equipment requirements and facility management.
  17. Provides back up to region office reception duties as needed.
  18. Coordinates and helps to organize special projects and region meetings and events.
  19. Manages region budget/finances.
  20. Supports RVP in establishing a respectful workplace and promoting/creating a diverse and inclusive culture.
  21. Community support and involvement.
  22. Building a strong compliance culture.
  23. Ensuring adherence to corporate policies.

Qualifications
  1. Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry.
  2. Effective communication skills, with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele.
  3. Excellent writing skills in French.
  4. Service oriented with strong relationship management skills.
  5. Ability to work independently and as part of a great team.
  6. Ability to handle confidential information in a tactful and professional manner.
  7. Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc.
  8. Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel.
  9. Flexible and able to perform in a fast paced, changing environment.
  10. Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously.
  11. Bilingualism (French-English) is an asset.

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 13, 2024.

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