Bilingual Coordinator, Wealth Operations Specialist
1 month ago
Job Summary
This role will be responsible for completing the settlement processing for all deceased client's assets at IGM. The ideal candidate will be a strong team player who enjoys working in a fast-paced environment and is comfortable handling multiple applications and account types.
Key Responsibilities
- Interpreting and analyzing documentation for the settlement of all account types and variety of products for a deceased IGM client estate.
- Processing the settlement of all deceased client accounts, including redemptions, transfers, account and tax adjustments, service set-up and account set ups, and non-resident processing.
- Ensuring the processing of documents based on client requests received and completing according to 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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