Financial Services Coordinator
7 days ago
The Opportunity:
IG Wealth Management is seeking a skilled Coordinator to join our External Transfer In group. This team provides administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and Investment products.
About the Role:
Providing Exceptional Service: As a Coordinator, you will be responsible for delivering high-quality service to external and internal customers. This includes performing account management and servicing activities for client accounts in both English and French.
Creating Effortless Experiences: You will provide support to internal departments and external clients for all client requests received. This will involve applying business knowledge and encouraging a client-focused mindset.
Identifying Opportunities for Improvement: You will work collaboratively with internal business partners to continuously improve business processes and identify opportunities for change and optimization.
Requirements:
Financial Industry Experience: 1-2 years of experience in the financial industry, with a passion for creating and delivering outstanding customer experiences. Familiarity with back-office data processes, procedures, and working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, and RBroker operating systems.
Relationship Management: Ability to establish and maintain strong working relationships with teams, peers, and business partners across the company. Must be highly engaged, displaying a professional attitude, with strong customer orientation.
Results-Oriented Mindset: Detail-oriented with strong decision-making and problem-solving skills. Passion for self-development and learning.
Strategic Thinking: Ability to problem-solve and make decisions considering regulatory environments.
Communication: Bilingual in English & French. Strong written and oral communication skills in both languages.
Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities.
Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC, an asset but not required.
Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM CST Monday to Friday, with occasional overtime work during the weekday and weekends.
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