Senior Administrator Cash Management Operations

Department Summary:
Cash Management Operations is looking for a dedicated Administrator to join our team. Process Management & Administration provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.

The Cash Management Team is responsible for the analysis and efficient execution of the overall client experience of core processing and data integrity of client administration including; cash management of client accounts, Money Market Chequing administration, bank wire processing. The primary objective of the team is to provide accurate and efficient administration, processing and service support.  The delivery of overall service excellence is adhered to by closely monitoring reports, analyzing and tracking service standard.

The Administrator will be responsible for providing efficient and timely administration of payments whether internal or external; ensuring all payment administration work that is carried out is compliant with internal procedures.  Prepare accurately and in accordance with the agreed service level agreements or relevant client services deadlines in a cost-effective manner and adherence to risk management guidelines. The position requires the ability to identify areas for continuous improvement that create efficiency and quality to workflow processes and procedures on an ongoing basis.

As an Administrator, you will have the opportunity to do your best work by

• Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with IG Wealth Management’s policies, procedures, and compliance guidelines.


• Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset. 


• Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.

To be successful in this role, you will have:

• Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences.  Familiarity with back-office data processes, procedures, and working knowledge of Microsoft Office, Fundserv, PlatformZero, TreX, SAS and RBroker operating systems.


• Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company both in person and in a virtual environment.  Must be highly engaged, displaying a professional attitude, with strong customer orientation.


• Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.


• Strategic thinker: Ability to problem solve and make decisions considering regulatory environments. 


• Communication: Excellent written and oral communication skills. Bilingual in English & French would be an asset.


• Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities.


• Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC an asset but not required.


• Availability: Candidates must be available to work a shift between 8:00 AM – 6:00 PM CST Monday to Friday, with occasional overtime work during the weekday and weekends. This is a hybrid role and in office expectations will evolve and align with business needs.

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