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Client Service Administrator

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Job Order #: 5686950

Employer Name:
Investors Group
Posted Date:
# of Positions:
Employment Terms:
Full Time
Completed at least some post-secondary
1-2 Years
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Employer Name:
Investors Group

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POSITION SUMMARY:  The Client Service Administrator II (CSA II) is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The CSA II acts as first line of contact and provides service to both internal and external clients of IG Wealth Management.


Region Office business processing and compliance/regulatory administration related to a number of different platforms IGFS, IGFS Nominee, IGSI as well as Solutions Banking and Insurance
Business handling procedures - pre-edit, client and account set up, client adjustments, document imaging and retention
Reception duties including switchboard
Provide assistance to consultant network with office procedures, forms information and general inquiries
Mail and supply inventory management
Provides support to Region Coordinator as required


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 area 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


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