Support our Advisors and Service Specialists by ensuring they are able to accurately and efficiently service our clients
Provide department administrative support which includes transferring clients to/from the department, managing the team mailbox, processing incoming/outgoing mail and handling escalations
Review, interpret, and process documentation in alignment with IG Wealth Management policies, procedures, and compliance standards.
Utilize various software applications to accurately complete requests.
Ensure all documentation is complete; follow up promptly when additional information is required.
Collaborate with internal departments to support and resolve incoming requests.
Qualifications & Skills
Fluent in French and English
Experience in financial services or a combination of post-secondary education and relevant work experience is an asset.<...