Coordinator, Region Office Operations - Winnipeg (Downtown)

IG Wealth Management is a Canadian leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.

Our vision: We inspire financial confidence.

At IG Wealth Management we believe:

• Our success starts with the success of our clients
• In achieving excellence in all we do, and anything worth doing is worth doing extraordinarily well
• Only through teamwork can we realize our greatest potential
• We can never be satisfied with the status quo and that every day we should be focused on creating more value
• In the power of advice to change lives for the better
• It is our mission to make a difference in the world and the lives of others

Department Summary:

The Region Office Operations Division is responsible for providing operational and administrative support services to members of the Consultant network in Region and Division offices across the country.

Position Summary:

The Coordinator, Region Office Operations is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The Coordinator acts as first line of contact and provides service to both internal and external clients of IG Wealth management.

Duties Include:

• Region Office business processing and compliance/regulatory administration related to a number of different platforms IGFS, IGFS Nominee, IGSI as well as Solutions Banking and Insurance
• Business handling procedures - pre-edit, client and account set up, client adjustments, document imaging and retention
• Reception duties including switchboard
• Provide assistance to consultant network with office procedures, forms information and general inquiries
• Mail and supply inventory management
• Provides support to the Manager, Region Office Operations as required

Qualifications:

• Minimum 2 years of administrative and reception experience preferably in the Financial Services industry
• Post-secondary education in a business discipline
• Proven strengths in the area of:
  • Client service orientation – Understanding and meeting internal and external client needs and perspectives
  • Accountability - Results oriented, takes ownership and delivers on commitments
  • Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication
  • Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team

• Discretion and ability to organize and prioritize multiple tasks under tight deadlines
• Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office Suite

Please apply by October 4, 2021. For technical difficulties when applying