Jobs

    Bilingual Associate, Consultant Services - Manitoba, Canada - IG Wealth Management

    IG Wealth Management
    IG Wealth Management Manitoba, Canada

    4 days ago

    IG Wealth Management background
    Description

    POSITION SUMMARY

    This position is responsible for responding to requests received through phone calls, email and paper mail, researching, analyzing and bringing resolution to sensitive issues relating to products and services available to consultants. This involves the completion of various orders, communications, financial processing, quality control and reporting. This individual is expected to maintain a high level of accuracy, timeliness and accountability.

    DUTIES INCLUDE:

  • Research and respond to incoming emails and phone calls.
  • Identifying areas of improvement to increase accuracy and efficiency of processing within Compensation Services.
  • Investigate complex situations to determine the root causes and the appropriate measures required to resolve the situation. This will include manual calculations, and reconciliations.
  • Review, calculate and process Consultant/Associate compensation and remit deductions.
  • Produce and amend T4A's and Releve 1's for commissionable earnings for the Consultant Network.
  • Validate, import and process data from spreadsheets created by external suppliers and internal departments to ensure proper allocation of Consultants earnings. Work within tight deadlines to ensure processing is completed within the scheduled commission cycle.
  • Act as a liaison with the respective head office partners to ensure appropriate action is taken on Consultant inquiries

    • QUALIFICATIONS :

  • Minimum 2 years experience in a financial services environment
  • Experience with TreX, DCA, SAS, SSUI and Residual CLASS operating systems along with strong PC skills working with Microsoft Office Suite applications; Excel, Word and Access.
  • Proven analytical, problem solving and decision making skills
  • Strong organizational skills with the ability to manage multiple priorities with accuracy and attention to detail in a timely manner
  • Strong oral and written communication skills
  • Working knowledge of Investors Group product shelf; operating policies and procedures
  • Bilingual French and English is mandatory

    • OTHER JOB RELATED INFORMATION:

  • Hours of Work: Availability between 7:00am – 7:00pm
  • Overtime may be requested during compensation cycle end, seasonal peak periods and projects
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