Financial Services Coordinator, External Transfers

11 hours ago


Montreal, Quebec, Canada Mackenzie Financial Corporation Full time
About Mackenzie Financial Corporation

Mackenzie Financial Corporation is a leading diversified wealth and asset management company in Canada. We offer a range of financial planning and investment management services to help individuals meet their financial goals.

Company Overview

We are a Canadian leader with approximately $271 billion in total assets under management. Our unique business model based on leading brands and multi-channel distribution strategy enables us to serve thousands of Canadian financial advisors and their investors.

Job Summary

We are seeking a skilled Coordinator to join our External Transfer In group at IG Wealth Management. As a key member of our team, you will provide administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGMFS.

Key Responsibilities
  • Provide high-quality service to external and internal customers by performing account management and servicing activities for client accounts in English and French.
  • Interpret and analyze documentation for the input and processing of registered and non-registered investment products, ensuring requests are completed according to our policies, procedures, and compliance guidelines.
  • Create effortless experiences for our clients by providing support to internal departments and external clients for all client requests received.
Requirements
  • 1-2 years of experience in the financial industry, with a passion for delivering outstanding customer experiences.
  • Familiarity with back-office data processes, procedures, and working knowledge of Microsoft Office, Fundserv, Platform Zero, Tre X, and RBroker operating systems.
  • Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
  • Detail-oriented with strong decision-making and problem-solving skills, and a passion for self-development and learning.
  • Bilingual in English & French, with strong written and oral communication skills in both languages.
  • Able to work in a fast-paced and deadline-driven environment, with strong organizational and time-management skills.
Salary and Benefits

The estimated annual salary for this role is between $60,000 and $80,000 CAD, depending on qualifications and experience. We also offer a comprehensive benefits package, including health, dental, and vision coverage, as well as retirement savings options.

About the Role

This is a full-time position, Monday to Friday, 7:00 AM – 8:00 PM CST. You must be available to work occasional overtime during weekdays and weekends. Please note that bilingualism (French and English) is required for Quebec-based positions due to frequent interactions with English-speaking clients.



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