POSITION SUMMARY
This position will be responsible for completing the settlement processing for all deceased client’s assets at IGM. The individual should be a strong team player who enjoys and excels working in a challenging, and fast paste environment.
The individual will be comfortable working on multiply applications and handling all account types and different products such as Mutual Funds, GIC’s, Stocks, Bonds etc.
with focus of providing an exceptional client experience. The individual would be responsible to handle all types of client requests accurately and effectively with ensuring they are processed in a timely manner for settlement of estate assets.
Duties Include :
Interpreting and analyzing documentation for the settlement of all account types and variety of products for a deceased IGM client estate.
Process the settlement of all deceased client accounts which includes redemptions, transfers, account and tax adjustments, service set-up and account set ups and non-resident processing.
Ensure the processing of documents based on the client request received and completing according to the Investors Group policy and procedures and compliance guidelines
QUALIFICATIONS :
Minimum 1 -2 years’ experience in an investment or financial services environment.
Excellent oral and written communication skills in both English and French
Mutual Fund and Financial Industry knowledge and experience is an asset
Well-developed knowledge of Investors Group products and services.
Experience with TreX, DCA, SAS and RBroker operating systems along with strong PC skills working with Windows, Excel and Word
Proven analytical, problem solving and decision-making skills
Detail-oriented, accurate, attention to details and able to work well in a deadline driven environment
Ability to multi-task and adapt to frequently changing priorities
Strong organizational, Interpersonal and time-management skills.
OTHER JOB-RELATED INFORMATION : Overtime may be required during peak business. Flexible work hours may be required.
Bilingual Coordinator, Wealth Operations - Estates
This position will be responsible for completing the settlement processing for all deceased client’s assets at IGM.The individual should be a strong team player who enjoys and excels working in a challenging, and fast paste environment.The individual will be comfortable working on multiply applicati...
Securities Operations Administrator | Coordinator, Wealth Operations
Securities Operations Administrator | Coordinator, Wealth Operations. ...
Bilingual Insurance Case Coordinator (18-20-month term)
The Insurance Case Coordinator manages a caseload of new insurance business for Estate and Planning Specialists to ensure that Insurance Services are provided to clients in a timely and effective manner. Bilingual – French is a requirement. ...
Bilingual Coordinator, Wealth Operations
The External Transfer In group at IG Wealth Management is looking for two Coordinators to join our team. Division: IGM Client Services Operations. Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. Its activities are ...
Technical Project Manager
You are an experienced Technical Project Manager, ideally with a. The implementation and management of ABBYY Flexicapture projects with full end to end responsibility of each project. This includes, but is not limited to; developing relationships with multiple stakeholders, ongoing customer liaison,...
Dynamics 365 Customer Engagement Functional Consultant and Project Coordinator
Dynamics 365 Customer Engagement (CE) Functional Consultant and Project Coordinator. Act as a bridge between clients and the team, ensuring clear communication and alignment on project goals and expectations. Manage project resources to meet deadlines and deliverables, ensuring optimal use of time a...
Senior Logistics Coordinator / 3PL Manager
If you are a cat person with a passion for logistics, operations and 3PL management, we invite you to join our team as the Senior Logistics Coordinator. As the Senior Logistics Coordinator, you will play a pivotal role in managing and enhancing our logistics operations. Your role will encompass logi...
Marketing Coordinator
The Murray Auto Group is looking for a full-time Marketing Coordinator to join our marketing department. As a Marketing Coordinator on our team, you will be responsible for coordinating marketing projects between our stores and our design team. A qualified candidate will be organized and be able to ...
Sales Coordinator - Mat Leave Coverage
Sales Coordinator - Mat Leave Coverage. Report directly to Sales Manager and assist with successfully running the Sales Dept. As well as maintain relationships with current and potential customers within a sales team. Preparing detailed quantity take-offs and sales quotations. ...
Fixed Term Logistics Coordinator
Coordinates and manages documents between the NWVL documentation team, container agents, Fleet logistics and the USA Logistics and warehouse team. Communicates with container agents and with the USA Logistics team on revised BOLs (prior to departure from New Zealand): Revised NWVL documents, short s...