Estate Associate at IGM Wealth Management
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IG Wealth Management
📍 winnipeg, mb, Canada
Job Description
Explore a rewarding position as an Estate Associate with IGM Wealth Management in either Winnipeg or Montreal. This role emphasizes client support and effective communication in estate administration.
As part of the Estates team, you will provide comprehensive support for clients dealing with deceased IGM clients. Your responsibilities will include answering inquiries, advising on estate policies, and ensuring high-quality service delivery. Strong analytical and interpersonal skills are crucial for success in this role.
Key Responsibilities:
• Manage client communications effectively and professionally
• Deliver timely responses to support requests
• Contribute to team development through insights and feedback
• Participate in transformation initiatives across the organization
• Engage in special projects to enhance service delivery
Requirements:
• Minimum of 1-2 years in investment or financial services
• Strong verbal and written communication skills
...
As part of the Estates team, you will provide comprehensive support for clients dealing with deceased IGM clients. Your responsibilities will include answering inquiries, advising on estate policies, and ensuring high-quality service delivery. Strong analytical and interpersonal skills are crucial for success in this role.
Key Responsibilities:
• Manage client communications effectively and professionally
• Deliver timely responses to support requests
• Contribute to team development through insights and feedback
• Participate in transformation initiatives across the organization
• Engage in special projects to enhance service delivery
Requirements:
• Minimum of 1-2 years in investment or financial services
• Strong verbal and written communication skills
...