Job Description

Responsibilities

:
  • Supports Head of Business Development, VPs, and Directors, by anticipating needs and managing shared inboxes/SharePoint.

  • Monitors multiple mailboxes and triages requests to ensure timely responses.

  • Meets daily with Head of Business Development to align on priorities, manage calendars, and resolve scheduling conflicts.

  • Prioritizes urgent tasks, prepares meeting materials, and provides concise progress updates.

  • Sources content for weekly LinkedIn posts.

  • Plans and coordinates leadership, operational, recruiting, and committee meetings.

  • Oversees all logistics: room bookings, virtual setups, and tech readiness.

  • Manages annual in-person meetings, weekly Business Development team meetings, Enterprise Acquisition Offer (EAO) Committee meetings and Risk Assessment Committee meetings, virtual tours, and large book candidate meetings.

  • Supports agenda develo...

    • Ready to Apply?

    Take the next step in your AI career. Submit your application to IG Wealth Management today.

    Submit Application