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Operations Assistant

2 months ago

Manitoba, Canada IG Wealth Management Full time

About IG Wealth Management

IG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. With a history spanning over 90 years, we have grown to become one of the largest and most respected companies in the country.

Our Vision

Our vision is to inspire financial confidence in our clients and communities. We strive to provide the best advice, experience, and outcomes for our clients, personalized throughout their lifetime.

Our Team

You will join a team that believes our success starts with the success of our clients. We work together to realize our greatest potential, striving towards excellence while developing and sharing skills and knowledge.

The Opportunity

The RESP group at IG Wealth Management is seeking a dedicated Coordinator to join our team. As a Coordinator, you will have the opportunity to do your best work by:

  • Providing high-quality service to external and internal customers
  • Performing account management and servicing activities for client accounts in both English and French
  • Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products
  • Creating effortless experiences for our clients
  • Identifying opportunities for change and optimization in a collaborative manner

Requirements

To be successful in this role, you will have:

  • Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences
  • Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company
  • Results-oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills
  • Strategic thinker: Ability to problem solve and make decisions considering regulatory environments
  • Communication: Excellent written and oral communication skills
  • Planning and Organization: Ability to work in a fast-paced and deadline-driven environment
  • Education: Post-secondary education in Business Administration and/or related field
  • Availability: Candidates must be available to work a shift between 8:00 AM – 6:00 PM CST Monday to Friday, with occasional overtime work during the weekday and weekends