Administrative Assistant - Toronto, ON

The Administrative Assistant Opportunity with IG Wealth Management

As a Financial Advisor’s Assistant you will join one of our IG Wealth Management practices in the North York area. You will be responsible for providing complete administrative support in the execution of the IG Management business plan while operating in a fast-paced, confidential, multi-tasking environment. You must be self-motivated, highly organized individual with an ease for communication and passion for excellence in the client service and satisfaction. This career is both challenging and rewarding. IG Wealth Management Assistants have the advantage of the industry’s best training and support; we’re excited to welcome you to explore the opportunity we offer.

Here is a glimpse into a day-in-the-life-of an Assistant

You will provide full administrative support to two Financial Advisors, including but not limited to the following:

• Processing/reviewing daily business transactions regarding client accounts
• Preparing and maintaining client files, paperwork and meeting notes
• Managing/updating client databases
• Regulatory/compliance tracking and follow-up

What we’re looking for in you

The Administrative Assistant will demonstrate competence in the following areas:

• Relationships: Maintain positive working relationships with others, both internally and externally
• Communication: Excellent listening skills, oral and written communication skills
• Needs Assessment: Anticipate, understand, and respond to the needs of their employer and the clients to meet or exceed their expectations
• Teamwork: Follows direction well, work cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance company’s effectiveness; ability to undertake self-directed tasks when necessary
• Organization: Excellent time management skills; excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, and ability to make clear and timely decisions, to work independently

If you would like to join our team, please send resume and cover letter to debbie.cohen@investorsgroup.com.

We sincerely thank all applicants who express an interest in this role, however, only those candidates selected for interviews will be contacted.