Jessica Munoz
About Jessica Munoz
Jessica Munoz is an Executive Assistant at IG Wealth Management in Toronto, Ontario, where she has worked since 2018. She specializes in customer service, marketing materials preparation, and financial report organization, while also holding multiple diplomas in business and international management.
Work at IG Wealth Management
Jessica Munoz has been employed at IG Wealth Management since 2018, serving as an Executive Assistant. In this role, she provides exceptional customer service by assisting clients with inquiries through calls and emails. Her responsibilities include organizing and preparing marketing materials, financial reports, and paperwork related to various financial services, such as taxes, insurance, and mortgages. She utilizes the Sales Force platform to manage client databases and ensure compliance with standards.
Education and Expertise
Jessica Munoz has a solid educational background in business and commerce. She studied at Fanshawe College, where she earned a Diploma in Business/Commerce from 2015 to 2017, followed by an Advanced Diploma in Business Administration with a focus on Leadership and Management from 2017 to 2018. Additionally, she studied International Business Management at De Haagse Hogeschool / The Hague University of Applied Sciences, obtaining a Bachelor's degree from 2016 to 2017. She has expertise in using the Capitel platform for comparing and analyzing financial products.
Previous Experience
Before her tenure at IG Wealth Management, Jessica Munoz worked at Fanshawe College as a Media Loans Clerk for three months in 2015. This role provided her with experience in managing media resources and supporting students in accessing necessary materials. Her early work experience contributed to her skills in customer service and organizational tasks.
Skills and Tools
Jessica Munoz is proficient in various tools and platforms that enhance her efficiency in her role. She utilizes the Sales Force platform to organize and update client databases, ensuring compliance with industry standards. Additionally, she employs the Capitel platform to compare and analyze different financial products, aiding clients and prospects in making informed decisions.