Julie Steele
About Julie Steele
Julie Steele is an Executive Assistant at IG Wealth Management in Kelowna, British Columbia, where she has worked since 2020. She is known for her strong work ethic, attention to detail, and organizational skills, which enhance the efficiency of the practice.
Work at IG Wealth Management
Julie Steele has been serving as an Executive Assistant at IG Wealth Management since 2020. In this role, she contributes to the efficiency and success of the practice through her strong work ethic. Her responsibilities include managing administrative tasks and supporting the team in delivering quality service to clients. Prior to her current position, she worked as an Executive Assistant Office Manager at the same organization from 2015 to 2020, accumulating five years of experience in this capacity.
Education and Expertise
Julie Steele studied at Bow Valley College, where she completed a program in Business Administration and Management from 2006 to 2007. This educational background has equipped her with essential skills applicable to her role in the financial services sector. Her expertise includes a deep understanding of client attraction and retention strategies, which are critical in maintaining a successful practice.
Background
Julie Steele has a professional background that spans several years in administrative roles within the financial services industry. Her tenure at IG Wealth Management began in 2015 and has continued to the present, allowing her to develop a comprehensive understanding of the operational needs and client service expectations in this field. She is based in Kelowna, British Columbia, Canada.
Achievements
Throughout her career, Julie Steele has demonstrated superior attention to detail and organizational skills. These attributes have significantly contributed to her effectiveness as an Executive Assistant. Her commitment to her role has played a vital part in the overall success of the practice at IG Wealth Management.