Bilingual Coordinator, Wealth Operations Specialist

1 month ago


Manitoba, Canada IG Wealth Management Full time

POSITION 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 and excels working in a challenging, fast-paced environment. The individual will be comfortable working on multiple applications and handling all account types and different products such as Mutual Funds, GIC's, Stocks, Bonds etc.; with a focus on providing an exceptional client experience.

Duties Include:

  • 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

QUALIFICATIONS:

  • 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.

OTHER JOB-RELATED INFORMATION: Overtime may be required during peak business. Flexible work hours may be required.



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