Financial Services Coordinator

2 months ago

Manitoba, Canada IG Wealth Management Full time

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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