Irina Sokolovskaia
About Irina Sokolovskaia
Irina Sokolovskaia serves as a Practice Manager at IG Wealth Management in Toronto, Canada, where she has worked since 2016. She specializes in managing business operations, generating reports, and providing support to financial consultants.
Work at IG Wealth Management
Irina Sokolovskaia has been employed at IG Wealth Management as a Practice Manager since 2016. In this role, she creates and manages an effective filing and tracking system for ongoing business. She provides personalized support to a Division Director and up to 15 financial consultants. Her responsibilities include preparing, completing, and submitting a significant volume of insurance, investment, and banking paperwork in compliance with industry regulations. Additionally, she generates and distributes various reports aimed at improving internal workflow and business development.
Previous Experience
Before her current role, Irina Sokolovskaia worked at IG Wealth Management as an Associate Consultant/Assistant from 2015 to 2016. She also gained experience at Cineplex Entertainment as a Server/Runner for a period of six months in 2015. These positions contributed to her understanding of customer service and operational support within different business environments.
Education and Expertise
Irina Sokolovskaia has pursued further education at the University of Toronto School of Continuing Studies, where she studied Project Management and obtained a Certificate in 2020. She also completed a Certificate in Business Process Management in 2021 from the same institution. Additionally, she holds a College Advanced Diploma in Financial Planning and Services from Seneca College of Applied Arts and Technology, which she earned from 2013 to 2015.
Skills and Responsibilities
In her role as Practice Manager, Irina Sokolovskaia is responsible for organizing meetings, which includes scheduling, travel arrangements, catering, and room bookings. She introduces and utilizes new software and web-based applications to enhance workflow productivity. Her ability to manage multiple tasks and streamline processes is essential to her role at IG Wealth Management.