Hybrid Role Coordinator At Ig Wealth Management Kelowna (Canada)

Hybrid Role Coordinator At Ig Wealth Management Kelowna (Canada)

25 Aug
|
IGM Financial
|
Canada

25 Aug

IGM Financial

Canada

Join IG Wealth Management as a Coordinator of Region Office Operations in Kelowna, BC. This role allows you to merge client service, administrative tasks, and facility support in a energetic hybrid setting.
In this pivotal role, you will serve clients and staff with exceptional reception duties, manage mail and courier services, and coordinate meeting room arrangements. Your skills in administration and ability to foster teamwork will be vital as you assist in onboarding and training, contributing significantly to the office's efficiency and morale.
Key Responsibilities:
• Manage reception and client inquiries with professionalism
• Oversee mail receipt, preparation, and distribution
• Set up meeting rooms and maintain essential technology




• Support advisors by providing training on procedures
• Assist management with various administrative tasks
Requirements:
• 2+ years of reception/administrative experience in finance
• Relevant post-secondary education is advantageous
• Solid communication and problem-solving capabilities
• Familiarity with Microsoft Office 365 applications
• Capacity to prioritize tasks effectively
Bring your proactive mindset and excellent organizational skills to IG Wealth Management and enhance their operations in Kelowna.
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📌 Hybrid Role Coordinator At Ig Wealth Management Kelowna (Canada)
🏢 IGM Financial
📍 Canada

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