Operations, Pw Concierge

7 months ago

Mississauga, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.

Our Private Wealth Advisor Services team is growing We are seeking an Account Manager for IPC One Advisor Services, someone who will support newly accredited Portfolio Managers in a relationship management capacity, ensuring that their clients’ accounts transition successfully to IPC One. This individual will function as the liaison between the Portfolio Managers and internal departments at IPC in all aspects of the Advisor Journey.

**WE WANT YOU TO JOIN OUR TEAM OF WINNERS**

**What is the role of the Private Wealth Account Manager?**
- Providing support to the Portfolio Manager, branch, and internal IPC teams on all requirements to facilitate the transition of clients smoothly. (households, non-mandated accounts systematic financials, documentation required and e-delivery)
- Coordinate with the IPC Branch Manager (Compliance) to ensure that all requirements are met.
- Consult with back office to address trading inquiries and/or challenges and escalate issues to management as needed.
- In depth understanding and processing of workflows and procedures required to transition existing accounts to managed/non-managed accounts on the new platform.
- Complete Daily Investment Form for initial investments on non-managed accounts.
- Monitor and track transition activity for reporting purposes, identify SLAs and opportunities for improvement.
- Ensure professional and timely communication both written and verbal when addressing inquiries and/or challenges.
- Function as the single point of contact for the advisors and internal business members, as well as providing an update on the progress: advancements made and next steps.
- Maintain accurate records to report weekly and monthly volumes, SLA, issues, and resolution.
- Identify trends of re-occurring, ongoing and/or regular challenges experienced by the Portfolio Managers and internal partners.

**What traits and competencies should a Private Wealth Account Manager possess?**
- Relationship-building skills; can establish rapport from the get-go and recognize obvious working traits of the advisor and branch.
- Empathic with sound judgement in decision making
- keeping in mind that “The Client Comes First.”
- Multi-task - Can oversee/manage multiple projects effectively with a capacity for dealing with tight deadlines; must possess excellent time management skills.
- Communication - Excellent written and oral
- Able to work independently when required as well as in a team environment.
- Contribute actively towards the team’s success through forward thinking and a cheerful outlook, transparent in thought process.
- Organizational skills - attune to situations requiring impeccable time management and the appropriate handling of documents.

**What are the preferred qualifications for a Private Wealth Account Manager?**
- Must possess at least 1-3 years of IIROC industry work experience at the administrative level with knowledge of IIROC processes.
- Post-secondary education in Business Administration.
- Completion of CSC is an asset.
- Proficient in MS Word, Excel, PowerPoint, Outlook, and Office 365.

**What is # lifeatIPC?**
- Awesome support in providing industry-leading training to help you succeed in your role
- Awesome community involvement opportunities through IPC Cares
- Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
- Awesome recognition: kudos, all-star program, rising star, and the circle of excellence
- Awesome Leadership teams that know your name
- If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply_
- If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence._
- _____________

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.

Notre équipe Gestion privée du patrimoine, Services aux conseillers s’agrandit Nous sommes à la recherche d’un ou d’une gestionnaire de comptes qui offrira des services aux conseillers utilisant IPC One. Cette personne appuiera les gestionnaires de portefeuille nouvellement accrédités dans un rôle de gestion des relations, en veillant à la transition réussie des comptes clients à la plateforme IPC One. Elle assurera la liaison entre les gestionnaires de portefeuill

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