Executive Assistant Position

5 days ago


St Albert, Alberta, Canada IG Wealth Management Full time

Our Company Culture

At IG Wealth Management, we value teamwork, innovation, and excellence. Our team is passionate about delivering exceptional client service and support.

About This Opportunity

This is a unique chance to join our dynamic team as an Administrative Assistant and contribute to the success of our organization. If you are a motivated and organized individual with a passion for administration, we encourage you to apply.

Your Key Responsibilities

  • Schedule client appointments (in-person/phone/virtual)
  • Track and respond to email and telephone inquiries from prospects and clients
  • Develop marketing strategies to attract prospects and engage existing clients
  • Organize, schedule, and participate in client/prospect events
  • Redirect emails and phone messages
  • Create prospect files and download applicable forms for consultant accessibility
  • Download applicable documents/forms for clients and have accessible to consultant
  • Update client files with instructions, scanned documents, meeting details
  • Prepare documents for signatures/e-signatures
  • Follow up with other financial institutions for fund transfers
  • Support clients in signing up for Online Access and opting-in for e-delivery of account statements
  • Process/review and follow up on daily transactions regarding client accounts until completed Keep clients informed of applicable account changes and confirm transactions are completed Run reports as required by the Consultant

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