Estate Associate at IGM Financial

Elevate client experiences as an Estate Associate with IGM Financial in Winnipeg or Montreal. This hybrid role demands strong communication and attention to detail while supporting clients in estate matters.
Join the Estates team at IGM Financial, a leader in wealth management, to provide critical administrative support for deceased clients. You will serve as a central contact point, assisting internal teams and clients through professional communication and tailored solutions. This role thrives in a fast-paced environment, emphasizing accuracy and a commitment to quality client service while managing multiple priorities.
Key Responsibilities:
• Respond to client inquiries via phone and email professionally
• Ensure reliable service by providing transparent solutions
• Proactively communicate updates on policies and procedures
• Participate in team development and training initiatives
• Support modernization efforts and continuous improvement projects
Requiremen...