Job Description & How to Apply Below
Become an Estate Associate at IGM Financial in Winnipeg, Canada, joining a collaborative team focused on client support in wealth management. Your expertise will enhance client experience through estate-related activities in a hybrid work setup.
As a valued part of the Estates team, you will serve as a primary contact for clients and advisors, ensuring a top-notch service experience. This role requires a commitment to professionalism while handling inquiries, processing requests, and providing guidance on estate policies and tax reporting. The ideal candidate will thrive in a fast-paced environment and demonstrate a proactive approach in managing multiple tasks and priorities.
Key Responsibilities:
• Respond to client inquiries via phone and email
• Handle estate notifications and processing requests
• Communicate tax reporting requirements clearly
• Participate in meetings and training initiatives
• Support modernization efforts and process improvements
Requirements:
• 1-2 years of experience in financial services
• Strong verbal and written communication skills
• Knowledge of mutual funds and estate tax is an asset
• Proficiency in Microsoft Office applications
• Highly detail-oriented and able to manage priorities
As a key member of IGM Financial, empower clients with your service skills and industry knowledge in estate management.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×