Estate Associate

Position: Estate Associate at IGM Financial
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.
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