Coordinator, Region Office Operations - Red Deer (Term)

IG Wealth Management; Alberta; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading company in the financial services sector is seeking a Coordinator for Region Office Operations. This role involves client interaction, administrative support, and collaboration with the Consultant network. The ideal candidate will have strong communication skills and a background in administration, ensuring efficient office operations and client satisfaction.

Qualifications

• Minimum 2 years of administrative and reception experience in Financial Services.

Responsibilities

• Reception duties including welcoming clients and managing calls.
• Onboarding new members and assisting with system training.
• Providing administrative support to the Manager.

Skills

Client service orientation

Accountability

Communication

Teamwork

Discretion

Education

Post-secondary education in a business discipline

Tools

Microsoft Office Suite

Job description

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