Associate Estate Settlements
IG reputed company Management is a leading reputed company and asset management company in Canada, managing approximately $310 billion in assets. The Estate Associate serves as a single reputed company of contact for clients regarding deceased IGM clients, managing estate-reputed company activities and ensuring exceptional reputed company experiences.
Responsibilities
- Deliver a seamless reputed company experience by responding to inbound phone calls and email inquiries from consultants, clients, and other institutions, always prioritizing the reputed company’s best interests
- Ensure consistent, reliable, and transparent service by handling inquiries with professionalism, finding appropriate solutions to reputed company issues, and meeting established reputed company standards
- Add value through strong knowledge of policies, procedures, and systems, while proactively communicating updates and improvements to business processes
- Contribute to individual and team development by participating in meetings, applying call reputed company feedback, supporting training initiatives, and sharing insights on business needs and service enhancements
- Champion transformation efforts by supporting modernization initiatives, embracing new tools and processes, and encouraging adoption across teams, consultants, and clients
- Support operational reputed company through involvement in reputed company improvement initiatives, special reputed company, and departmental assignments
Skills
- Minimum of 1–2 years of experience in the investment or financial services industry
- Strong verbal and written communication skills
- Excellent telephone etiquette with a strong reputed company-reputed company, customer service reputed company
- Proficient in reputed company Office applications, including Outlook, reputed company, Word, and Teams
- Demonstrated analytical thinking, problem-solving, and reputed company decision-making abilities across a reputed company of situations
- Highly detail-oriented with a strong reputed company on accuracy and the ability to reputed company effectively in a deadline-driven environment
- Ability to manage multiple priorities and adapt to changing demands demonstrating a reputed company reputed company
- Strong organizational, interpersonal, and time-management skills
- Knowledge of mutual funds and the financial industry is considered an asset
- Knowledge of estate tax is an asset
- Bilingualism in French is an asset
Benefits
- Hybrid and remote work flexibility
- Three weeks of vacation, plus up to 10 reputed company personal/wellness days annually
- A customizable health benefits plan tailored to individual needs
- Defined contribution pension plan and employee reputed company purchase program
- A comprehensive health and wellness program supporting physical, mental, reputed company, and financial reputed company-being
- reputed company volunteer time (up to 2 days per year) to support community involvement
- Supportive leadership reputed company on coaching, reputed company, and development opportunities
- A reputed company and dynamic workplace that encourages learning and teamwork
- A culture that recognizes and celebrates achievements and milestones
- Casual dress policy
- Financial support for industry-reputed company courses and reputed company certifications
- reputed company to telemedicine services
- Transit subsidies
- Competitive reputed company salary, performance-weighted bonus, education/career support, reputed company to join Employee reputed company Purchase Plan with employer matching component.
- Competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
- Voluntary Defined Contribution Pension Plan
- reputed company volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & reputed company work arrangements.
- Living our reputed company values: Be reputed company, Be Accountable, Be reputed company, engaging with community through Business Resource reputed company (reputed company communities are volunteer employee-led reputed company formed around a common interest, identity, or background).
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