Senior Wealth Settlement Specialist
7 days ago
Position Summary
This position is responsible for processing the settlement of deceased clients' assets at IG Wealth Management. The successful candidate will be a strong team player who excels in fast-paced environments and can handle multiple applications, various account types, and different products such as Mutual Funds, GICs, Stocks, and Bonds.
Duties Include:
- Interpreting and analyzing documentation to settle accounts and products for deceased client estates.
- Processing redemptions, transfers, account adjustments, tax setup, and non-resident processing for all deceased client accounts.
- Ensuring accurate document processing based on client requests and completing tasks according to Investors Group policy and procedures.
Qualifications:
- Minimum 1-2 years' experience in an investment or financial services environment.
- Excellent English communication skills and proficiency in French.
- Mutual Fund and Financial Industry knowledge is an asset.
- Well-developed knowledge of Investors Group products and services.
- Experience with TreX, DCA, SAS, and RBroker operating systems and strong PC skills working with Windows, Excel, and Word.
- Proven analytical, problem-solving, and decision-making skills.
- Attention to detail and ability to work well under deadline-driven environments.
- Ability to multitask and adapt to changing priorities.
- Strong organizational, interpersonal, and time-management skills.
Estimated Salary Range: $60,000 - $80,000 per year
Overtime may be required during peak business periods, and flexible work hours may be necessary.
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