Investors Group Inc
, Canada
4d ago

Investors Group is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships.

This is your opportunity to continue to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.

Our vision : We inspire financial confidence.

At Investors Group we believe :

  • Our success starts with the success of our clients
  • In achieving excellence in all we do, and anything worth doing is worth doing extraordinarily well
  • Only through teamwork can we realize our greatest potential
  • We can never be satisfied with the status quo and that every day we should be focused on creating more value
  • In the power of advice to change lives for the better
  • It is our mission to make a difference in the world and the lives of others
  • If you share our vision and values, we’d like to hear from you.

    We are currently looking for a Client Service Administrator I (Receptionnist) to join our team. 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.

    The Client Service Administrator I (CSA I) acts as the first line contact to both internal and external clients of Investors Group.

    This position provides operations support to the region, with business processing, client service functions, mail distribution and general administration.

    Responsibilities include :

  • Reception duties, including multiline switchboard
  • Supporting team members with business processes related to a number of different platforms IGFS, IGFS Nominee, IGSI as well as Solutions Banking and Insurance
  • Sorting and distributing incoming mail and preparing outgoing mail
  • Provide assistance to Consultant network with office procedures, forms information and general inquiries
  • Qualifications :

  • 1 to 2 years administrative and reception experience preferably in the Financial Services Industry
  • Post-secondary education in a relevant field
  • 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

  • Discretion and ability to organize and prioritize multiple tasks
  • Strong business / technical skills proficiency in PC applications including the Microsoft Office Suite
  • Apply
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