Bilingual Coordinator, Wealth Operations Specialist
2 months ago
Job Summary:
This position will be responsible for completing the settlement processing for all deceased client's assets at IGM Wealth Management. The individual should be a strong team player who enjoys and excels working in a challenging, and fast-paced environment. The individual will be comfortable working on multiple applications and handling all account types and different products such as Mutual Funds, GICs, Stocks, Bonds, etc.; with a focus on providing an exceptional client experience.
Key Responsibilities:
- Interpreting and analyzing documentation for the settlement of all account types and variety of products for a deceased IGM client estate.
- Process the settlement of all deceased client accounts which includes redemptions, transfers, account and tax adjustments, service set-up and account set-ups, and non-resident processing.
- Ensure the processing of documents based on the client request received and completing according to the Investors Group policy and procedures and compliance guidelines.
Requirements:
- Minimum 1-2 years' experience in an investment or financial services environment.
- Excellent oral and written communication skills in both English and French.
- Mutual Fund and Financial Industry knowledge and experience is an asset.
- Well-developed knowledge of Investors Group products and services.
- Experience with TreX, DCA, SAS, and RBroker operating systems along with strong PC skills working with Windows, Excel, and Word.
- Proven analytical, problem-solving, and decision-making skills.
- Detail-oriented, accurate, attention to details, and able to work well in a deadline-driven environment.
- Ability to multi-task and adapt to frequently changing priorities.
- Strong organizational, interpersonal, and time-management skills.
Additional Information:
Overtime may be required during peak business. Flexible work hours may be required.
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Job SummaryWe are seeking two Bilingual...
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Job SummaryWe are seeking two Bilingual...
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Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services OperationsIGM Financial Inc. is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. The company provides a range of financial planning and investment management services to help millions of Canadians meet their financial goals.Location: Montreal, WinnipegWe...
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