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    Coordinator, Region Office Operations- Québec Lebourgneuf - Québec City, Canada - IG Wealth Management

    IG Wealth Management
    IG Wealth Management Québec City, Canada

    2 weeks ago

    IG Wealth Management background
    Description

    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:

  • Handles Region Office business processing and compliance/regulatory administration related to several different platforms IGFS, IGFS Nominee, IGSI, Solutions Banking and Insurance
  • Process client business including –document pre-edit, client and account set up, client adjustments, document processing and retention
  • Offer direction and support to consultants and their teams on policies, procedures and available resources, including offering training
  • Answers the telephone and provides exceptional client service to internal and external clients
  • Serves guests by greeting, welcoming and directing them appropriately
  • Handles incoming and outgoing mail and package distribution
  • Order and maintain office supplies
  • Updates job knowledge by participating in educational opportunities
  • Performs other administrative related duties as assigned
  • 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
  • Strong Business/Technical skills – proficiency in PC capabilities including the Microsoft Office Suite
  • 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
  • Ability to handle pressure
  • Discretion and ability to organize and prioritize multiple tasks under tight deadlines
  • Bilingualism (French-English) is required
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