POSITION SUMMARY
The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management.
The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration.
DUTIES INCLUDE :
Reception duties including welcoming clients, managing incoming calls, and supply inventory management
Mail and courier receipt, preparation, and distribution
Meeting room arrangement, technology set-up, office equipment maintenance, and regular facilities review
Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training
Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries
Provide other administrative duties and support to the Manager, Region Office Operations as required
QUALIFICATIONS :
Minimum 2 years of administrative and reception experience preferably in the Financial Services industry
Post-secondary education in a business discipline
Proven strengths in the areas of :
Client service orientation Understanding and meeting internal and external client needs and perspectives
Accountability Results oriented, takes ownership, and delivers on commitments
Communication Clear, concise, tactful, listens actively and objectively, open, and consistent communication
Teamwork Works collaboratively with others to achieve common goals, while adding value to the team
Discretion and ability to organize and prioritize multiple tasks under tight deadlines
Strong Business / Technical skills proficiency in PC capabilities including the Microsoft Office Suite
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The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. Provide other administrative duties and support to the Manager, Region Office Operations as required . Onboarding new members to the office...
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