Student – Associate, Consultant Support
iA Financial Group•Montreal, QC
•Hybrid
About The Position
As a Student – Associate, Consultant Support, you will play a key role in optimizing the team’s efficiency by taking charge of administrative, operational, and customer service tasks. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
Requirements
- Currently studying at the college or university in a related field
- Recognized for collaboration within a team
- Demonstrates strong ability to effectively manage multiple tasks
- Proficiency in French and an advanced level of knowledge of the English language
- Proficiency in Microsoft Office and customer relationship management (CRM) platforms, such as Salesforce, etc., and the ability to quickly learn how new software or new technologies function
Nice To Haves
- Knowledge of group retirement plans, wealth management, or the insurance field
Responsibilities
- Prepare and organize client documentation, reports, and meeting documents for the consultants
- Provide assistance in processing account openings, asset transfers, changes in investments, and beneficiary updates
- Ensure the accuracy and updating of client records in the customer relationship management (CRM) and financial planning software
- Process participant requests in our administrative systems
- Ensure operational efficiency and process improvement
Benefits
- Access to internal training
- Mentoring
- Involvement in real projects
- Flexible schedules adapted to studies
- Rewarding experience for your professional journey
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
