Senior Admin Cash Management Operations
- MB, Canada
- Manitoba, Canada, Canada
The expected annual base salary range for this role is $45,500 -$51,000 which is determined based on skills, knowledge and experience and geographic location. · Full-time
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Job details
- Pay
- The expected annual base salary range for this role is $45,500 -$51,000 which is determined based on skills, knowledge and experience and geographic location.
- Job type
- Full-time
- Apply by
- Experience
- Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences.
- Posting language
- English
- Posted
Original job description
Location: Winnipeg
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
The Opportunity
The Cash Management Operations group at IG Wealth Management is looking for a dedicated Coordinator 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 NN/IGSI client experience of core processing and data integrity of client administration including; cash management of client accounts, fee administration, 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 Coordinator 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 a Coordinator, 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.
- 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.
Benefits
- COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
- EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
- RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan
- WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
- INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers
Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
Please apply before October 9 2026.
More about this job
Responsibilities
Process and administer internal and external payments, client account requests, and registered and non-registered investment products accurately and within service deadlines. Provide service to internal and external clients, ensure compliance with procedures and risk guidelines, and collaborate with business partners to improve workflows and service quality.
Requirements
Candidates should have 1–2 years of financial industry experience, post-secondary education in Business Administration or a related field, and familiarity with back-office processes and Microsoft Office; experience with Fundserv, PlatformZero, TreX, SAS, and RBroker is also relevant. Strong customer service, communication, organization, problem-solving, and decision-making skills are expected, while bilingual English and French ability and CSC or IFC courses are assets.
Skills
- Cash Management
- Payment Processing
- Account Management
- Client Service
- Financial Administration
- Investment Product Processing
- Documentation Analysis
- Data Integrity
- Regulatory Compliance
- Risk Management
- Process Improvement
- Problem-Solving
- Decision-Making
- Relationship Management
- Communication
- Time Management
Benefits
- Performance-Weighted Bonus
- Education and Career Support
- Employee Share Purchase Plan with Employer Matching
- Health and Dental Coverage
- Short-Term and Long-Term Disability Plans
- Paid Volunteer Days
- Paid Time Off
- Wellness Days
- WorkPerks Discount Program
- Hybrid and Flexible Work Arrangements
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
- Management & Leadership
Keywords
- Cash Management
- Payment Administration
- Client Account Servicing
- Registered Investments
- Non-Registered Investments
- Investment Products
- Fundserv
- PlatformZero
- TreX
- SAS
- RBroker
- Microsoft Office
- Money Market Chequing
- Bank Wire Processing
- Fee Administration
- Back-Office Data Processes
- Data Integrity
- Service Level Agreements
- Regulatory Compliance
- Risk Management
- Process Improvement
- Customer Experience
- Financial Services
- CSC
- IFC