Consultant/Senior Consultant developing transportation planning solutions for Steer North America. Collaborating on multimodal planning and managing client projects across North America.
IA
Hybrid Consultant Support Associate
Posted 4 days ago
About the role
- Consultant Support Associate optimizing team efficiency and enhancing client experience for financial services. Manage administrative tasks while supporting consultants in delivering personalized service to plan participants.
Responsibilities
- Prepare and organize client‑facing documentation, reports, and meeting materials for consultants
- Provide support with account openings, asset transfers, investment changes, and beneficiary updates
- Ensure timely follow‑up on action items after meetings
- Maintain accurate and up‑to‑date client records in CRM and financial planning systems
- Handle complex or special cases and ensure follow‑up within established deadlines
- Process participant requests in administrative systems
- Respond to participant inquiries and provide information
- Act as a point of contact for participant requests
- Pre‑fill various forms and send them to participants
- Support consultants in their personalized outreach efforts
- Work closely with internal teams to ensure smooth execution of financial transactions
- Identify opportunities to streamline workflows
- Manage special projects for the team
- Support internal audits and compliance
Requirements
- 2+ years of experience in financial services, client service, or administrative support roles
- Experience with group retirement plans, wealth management, insurance, or Salesforce is considered an asset
- Strong organizational and administrative skills
- Collaborative mindset and ease in building professional relationships
- Strong communication and customer service skills
- Attention to detail and accuracy when managing client records and documentation
- Advanced level of English and French proficiency
Benefits
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness/personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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