Job Description
Become an Estate Administration Associate with IGM Wealth Management in Winnipeg or Montreal. This hybrid role involves providing critical support for estate matters to enhance client experience.
You will be a vital link between clients and advisors, addressing inquiries related to deceased clients and managing various estate activities. The ideal candidate is detail-oriented, able to navigate complex communication, and dedicated to improving processes. You will play an essential role in creating a seamless service experience for all stakeholders.
Key Responsibilities:
• Deliver responsive service to clients and consultants
• Process account valuations and manage notifications
• Communicate tax reporting requirements effectively
• Participate in team meetings and training initiatives
• Support projects aimed at operational excellence
Requirements:
• 1-2 years' experience in financial services
• Excellent client-service mindset and phone etiquette
• Fami...
You will be a vital link between clients and advisors, addressing inquiries related to deceased clients and managing various estate activities. The ideal candidate is detail-oriented, able to navigate complex communication, and dedicated to improving processes. You will play an essential role in creating a seamless service experience for all stakeholders.
Key Responsibilities:
• Deliver responsive service to clients and consultants
• Process account valuations and manage notifications
• Communicate tax reporting requirements effectively
• Participate in team meetings and training initiatives
• Support projects aimed at operational excellence
Requirements:
• 1-2 years' experience in financial services
• Excellent client-service mindset and phone etiquette
• Fami...