Financial Services Coordinator

4 weeks ago

Manitoba, Canada IG Wealth Management Full time

The Opportunity:

IG Wealth Management is seeking a skilled Coordinator to join our External Transfer In group. This role provides administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGFS. As a Coordinator, you will be responsible for providing high-quality service to external and internal customers, performing account management and servicing activities, and interpreting and analyzing documentation for the input and processing of registered and non-registered investment products.

Key Responsibilities:

  • Provide exceptional customer service and support to internal departments and external clients.
  • Perform account management and servicing activities, including processing client requests and ensuring compliance with IG Wealth Management's policies and procedures.
  • Collaborate with internal business partners to continuously improve business processes and identify opportunities for change and optimization.
  • Work in a fast-paced and deadline-driven environment, with strong organizational and time-management skills.
  • Be bilingual in English and French, with strong written and oral communication skills.

Requirements:

  • 1-2 years of financial industry experience, with a passion for creating and delivering outstanding customer experiences.
  • Financial industry experience, with a working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, and RBroker operating systems.
  • Ability to establish and maintain strong working relationships with teams, peers, and business partners.
  • Detail-oriented with strong decision-making and problem-solving skills.
  • Post-secondary education in Business Administration and/or related field.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.

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