IG Wealth Management
Published
May 1, 2019
Location
Yellowknife, Canada
Category
Finance  
Job Type
Receive Applications Via
Email
Territory
Northwest Territories

Description

IG Wealth Management offers financial planning such as retirement, estate, tax planning, mutual funds and a range of other investment products and financial services.  It offers brokerage services through Investors Group Securities and full suite of insurance products.

We are looking for a summer student that can step in and be part of the Yellowknife team.

Work from July 2 to August 30th.

Duties

First point of contact for client, answering emails, calls and greeting clients.

File preparation, application completion, processing transactions.

Documenting all actions in proprietary software, putting follow ups and reconciliation.

Qualifications

Sunny disposition

Quick learner

Work Independently

Previous office work an asset

Completion of High School Diploma and attending post secondary school.

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