Senior Wealth Settlement Specialist

7 days ago


Québec, Quebec, Canada IG Wealth Management Full time

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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