Consultant Support Associate

Domain: Customer service for Advisors
Type : Permanent, full-time 
Mode: Hybrid
Location: Toronto/Montreal/Quebec City
Start date: As soon as possible 

Are you recognized because you enjoy administrative tasks as much as customer service? Are you in your element when you provide proactive support to your team? Are you organized, detail-oriented and enjoy working with multiple systems? This is the opportunity you've been waiting for!

As a Consultant Support Associate you will play a critical role in optimizing the efficiency of the team by handling administrative, operational, and client service tasks. This role allows consultants to focus on client relationships and financial advice while ensuring that processes run smoothly and efficiently.

By managing client documentation, follow-ups, and operational workflows, the Consultant Support Associate enhances the client experience, improves team productivity, and supports business growth.

This position requires strong organizational skills, attention to detail, and a proactive mindset to support consultants in delivering a high-quality, personalized service to plan participants.

Key Responsibilities

Administrative Support for Consultants:

• Prepare and organize client documentation, reports, and meeting materials for consultants.
• Assist in the processing of account openings, asset transfers, investment changes, and beneficiary updates.
• Ensure timely execution of post-meeting action items, including follow-ups with members.
• Maintain accurate and up-to-date client records in the CRM and financial planning software.
• Handle complex or special cases and follow up within established timeframes while respecting the limitations of their role
• Process members requests in our administrative systems
• Answer questions and provide information to our members based on consultants’ requests.

Client Interaction and Service Support:

• Serve as a point of contact for members inquiries, addressing routine requests (e.g., document requests, contribution updates, etc.).
• Pre-complete various forms and send them to members. They are also involved in quality control and sending documents related to the enrollment of contracts handled by consultants.
• Communicate with members using pre-established email templates.
• Support consultants with personalized outreach efforts, ensuring timely communication with participants.

Operational Efficiency & Process Improvement:

• Work closely with internal teams (e.g., compliance, operations) to ensure smooth execution of financial transactions.
• Identify opportunities to streamline workflows and enhance service delivery efficiency.
• Assist in tracking and reporting consultant performance metrics, ensuring accurate documentation of client engagement.
• Handle special projects for the team
• Actively participate in weekly team meetings and contribute ideas for improvement

Compliance and Regulatory Support:

• Ensure that all client documentation adheres to regulatory and compliance requirements.
• Assist consultants in managing data privacy and security best practices when handling participant information.
• Support internal audits and documentation requests from compliance teams.

Qualifications and Experience

Required Skills & Competencies:

• Strong organizational and administrative skills with the ability to manage multiple tasks efficiently.
• Strong collaboration with colleagues and team spirit mindset.
• Excellent communication and interpersonal skills to interact professionally with consultants, clients, and internal teams.
• Proactive problem-solving mindset, with a focus on efficiency and continuous improvement.
• Detail-oriented approach, ensuring accuracy in client records and financial transactions.
• Advanced knowledge of the English and French language as the person will be required to process insurance files and respond to customers and internal teams, communicating with customers or financial institutions on a daily basis.

Education & Experience:

• 2+ years of experience in financial services, client support, or administrative roles.
• Familiarity with group retirement plans, wealth management, or insurance is an asset.
• Proficiency in Microsoft Office, CRM platforms (Salesforce, etc.), and ability to quickly learn new software or technology is an asset.

Compensation:

The typical hiring range for this position is between $48,000 and $55,000; The base salary offered is based on location and may vary according to skills, professional knowledge, experience and internal equity. All permanent iA employees are also entitled to an annual bonus.

At iA, we are committed to a fair and market-based compensation structure. Our market data is updated annually to reflect the most recent market conditions.