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Regional Office Coordinator

1 month ago

Toronto, Ontario, Canada IG Wealth Management Full time

Job Summary

The Coordinator, Region Office Operations plays a vital role in providing exceptional service to internal and external clients of IG Wealth Management. As the first point of contact, this individual is responsible for greeting clients, managing incoming calls, and ensuring the smooth operation of the office.

Key Responsibilities

  • Reception duties, including welcoming clients, managing phone calls, and maintaining inventory
  • Mail and courier receipt, preparation, and distribution
  • Meeting room arrangement, technology setup, and office equipment maintenance
  • Providing direction and support to the Consultant network and their teams on policies, procedures, and available resources
  • Onboarding new members to the office, assisting with system training, and providing general inquiries support
  • Performing other administrative duties and supporting the Manager, Region Office Operations as required

Requirements

  • Minimum 2 years of administrative and reception experience, preferably in the Financial Services industry
  • Post-secondary education in a business discipline is an asset
  • Proven strengths in client service orientation, accountability, communication, critical thinking, teamwork, discretion, and business/technical skills
  • Ability to organize and prioritize multiple tasks under tight deadlines
  • Proficiency in PC capabilities, including Microsoft Office 365

What We Offer

IG Wealth Management is committed to providing a supportive and dynamic work environment. As a member of our team, you will have opportunities for growth and development, as well as a competitive compensation package.