Jobs

    Estate Associate - Manitoba, Canada - IG Wealth Management

    IG Wealth Management
    IG Wealth Management Manitoba, Canada

    4 days ago

    IG Wealth Management background
    Description

    POSITION SUMMARY

    We are looking for a dedicated team player who enjoys and excels working in a challenging environment on multiply systems and platforms focused on providing an exceptional client experience. Estate Associate is Single Point of Contact to internal and external clients with assisting and answering inquiries with quality and professionalism through telephone, email, and letter correspondence on deceased IGM clients. The Estate Associate is responsible to handle all types of client notifications, processing requests, account valuation including capital gain/loss, understand tax reporting and provide policy & procedure information when handling the estate. Individual should be committed to handle all requests with quality and strong desire to provide a positive client experience with professionalism.

    DUTIES INCLUDE:

  • Interpreting and analyzing documentation for the settlement of a deceased IGM client estate.
  • Respond to daily correspondence and inquiries in a professional manner via phone and email with communicating procedures, policy, tax and legal information to all clients that may be involved with the estate.
  • Prepare letters in a prompt, efficient manner that provide instructions and requirements on what is required to settle deceased accounts.
  • Handle escalated issues and exception request with providing a resolution or recommendation solution for client complaints and complex servicing issues for Estate settlement.
  • Calculate deceased tax information, capital gain/loss values, and adjusted cost base as required.
  • Delivering a reliable, consistent, and transparent service with all request and inquiries for deceased IGM clients which includes redemptions, transfers, manual collection of fees and tax adjustments.
  • Processing of documents with quality based on the client request received and complete according to the Investors Group policy and procedures and compliance guidelines.

    • QUALIFICATIONS:

  • Minimum 1 -2 years' experience in an investment or financial services environment.
  • Well demonstrated oral and written communication skills
  • Mutual Fund and Financial Industry knowledge and experience is an asset.
  • Exceptional telephone handling skills and strong customer service focus being client oriented.
  • Estate Tax knowledge would be an asset.
  • Strong PC skills working with all Microsoft applications; Outlook, Excel, Word, and Teams.
  • Proven analytical, problem solving and strong decision-making skills with an ability to interact across various situations.
  • 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
  • French bilingual would be an asset.

    • OTHER JOB-RELATED INFORMATION

  • This position may report to either a manager located at Winnipeg, Manitoba office or Montreal, Quebec office.
  • Overtime may be required during peak business.
  • Flexible work hours may be required.
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