Location : Montreal, Quebec
We’re IG Wealth Management a Canadian leader in providing personal financial planning services, and dedicated to building lasting client relationships.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.
Our vision is to improve our clients’ financial well-being.
At IG Wealth Management :
If you share our vision and values, we’d like to hear from you.
We are looking for an Estate Associate Client Solutions, to join our Operations Services Department which is a strategic component of Client Services.
Operations Services provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to Investors Group Clients, Consultant Network, Planning Specialists and Regional Offices.
The individual in this role will serve as a Single Point of Contact to internal and external clients assisting with inquiries pertaining to account valuation including capital gain / loss, tax reporting, and policy & procedure information through email, telephone and letter correspondence.
This individual is also responsible for the review and approval of all legal documents, as well as the on-line processing for all deceased client products and accounts.
The main responsibility is to accurately, professionally and effectively handle inquiries through acquired product knowledge.
Responsibilities include :
Respond to daily correspondence and communicate legal information to clients, executors, lawyers, region offices, and Consultants.
Additional Information :
Please apply by January 31th 2020 . For technical difficulties when applying, please click .