IGM Financial
Estate Associate at IGM Financial
Job Description
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
Require...
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
Require...