Coordinator for Regional Office Management

3 weeks ago

Québec, Quebec, Canada IG Wealth Management Full time

POSITION SUMMARY

The Regional Office Operations Coordinator serves as the primary point of contact, delivering exceptional service to both internal and external stakeholders of IG Wealth Management. This role encompasses welcoming clients at the reception area, addressing inquiries related to essential business transactions, and performing various administrative tasks.

Duties Include:

  • Reception responsibilities such as greeting clients, handling incoming calls, and managing supply inventory.
  • Receiving, preparing, and distributing mail and courier services.
  • Arranging meeting rooms, setting up technology, maintaining office equipment, and conducting regular facility assessments.
  • Providing guidance and assistance to the Consultant network and their teams regarding policies, procedures, and available resources, including training opportunities.
  • Facilitating the onboarding process for new office members, assisting the Consultant network with system training, form completion, office protocols, escalation support, and general inquiries.
  • Offering additional administrative support to the Manager of Regional Office Operations as needed.

Qualifications:

  • A minimum of 2 years of experience in administrative and reception roles, preferably within the Financial Services sector.
  • Post-secondary education in a business-related field is advantageous.
  • Demonstrated strengths in the following areas: Client service orientation – Understanding and fulfilling the needs and perspectives of both internal and external clients; Accountability – Results-driven, takes ownership, and meets commitments; Communication – Clear, concise, tactful, actively listens, and maintains open and consistent communication; Critical Thinking – Ability to effectively address problems and articulate solutions; Teamwork – Collaborates with others to achieve shared objectives while contributing value to the team.
  • Ability to exercise discretion and manage multiple tasks efficiently under tight deadlines.
  • Strong technical skills – Proficiency in Microsoft Office 365 and other PC capabilities.
  • A willingness to learn and a commitment to continuous improvement and development are beneficial.
  • Bilingualism (English-French) is a plus.

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