Coordinator - RESP Specialist
5 days ago
Division Overview
IG Wealth Management's RESP group is seeking a dedicated Coordinator to support our team in providing administrative and servicing support for multiple lines of business.
This role will involve performing account management and servicing activities for client accounts in both English and French, as well as interpreting and analyzing documentation for the input and processing of registered and non-registered investment products.
Key Responsibilities
- Providing high-quality service to external and internal customers.
- Performing account management and servicing activities for client accounts.
- Interpreting and analyzing documentation for the input and processing of various investment products.
- Collaborating with internal business partners to continuously improve business processes.
Requirements
- 1-2 years of financial industry experience.
- Familiarity with back-office data processes, procedures, and working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, SAS, 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.
- Bilingual in English & French is an asset.
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