Bilingual Coordinator Wealth Operations - Estates 13002

IGM Financial
CA - Quebec - québec city
July 8, 2024

Career Opportunities:
Bilingual Coordinator, Wealth Operations - Estates (13002)

Requisition ID 13002 - Posted - Location (2) - Canada - Province of Job Posting (2) - Career Site (2)

Division:
IGM Client Services Operations

Location:
Montreal or Winnipeg

IGM Financial Inc.
is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.
The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.
Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management.
For over 90 years of business, we have grown to become one of the largest most respected companies in Canada.
We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.
We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc.
for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.
You will join a team that strives towards excellence while developing and sharing skills and knowledge.
You can make a difference for our clients, the world around us and be part of a team that cares.
We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada - including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

DEPARTMENT SUMMARY:
We are looking for a Coordinator to join our Estates team in Montreal.
Wealth Operations provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to clients, Consultant Network, Planning Specialists and Regional Offices.

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.

Please visit our career page by clicking on the following link:

/ig.ca/en/careers

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience.
If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

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Read the full job description and apply online on the recuiter's web-site

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