Coordinator, Region Office Operations - Kitchener, Canada - IG Wealth Management

IG Wealth Management

Verified Company

Kitchener, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Division:
IG Strategy & Business Operations
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.

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.

WHAT WE OFFER:

Work week of 37.5 hours, Monday-Friday
Competitive base salary
Annual bonus based on corporate goals and personal objectives achievement
Three weeks vacation to start
Wellness/health days
Volunteering days
Dental and medical insurance coverage at hire
Option to join a defined contribution pension plan at hire
Option to join an employee share purchase plan at hire
Financing of positionrelated training for personal developement

***: The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration.

DUTIES INCLUDE:

Reception duties including welcoming clients, managing incoming calls, and supply inventory management
Mail and courier receipt, preparation, and distribution
Meeting room arrangement, technology setup, office equipment maintenance, and regular facilities review
Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training
Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries
Provide other administrative duties and support to the Manager, Region Office Operations as required

QUALIFICATIONS:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry
Postsecondary education in a business discipline is an asset
Proven strengths in the areas 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
Critical Thinking ability to effectively problem solve and communicate solutions

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 36
Agile learning and desire for continuous improvement and development an asset

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.

LI-KN1

LI-Hybrid