This role involves providing essential support within an agency's operations, focusing on sales force assistance and ensuring a high-quality client experience. The agent will offer human, efficient, and professional service, contributing to a collaborative and innovative environment where personal development is valued.
Welcome and assist clients in person and over the phone.,Provide quality service to external clients, advisors, and the sales director.,Support the sales force with requests related to representative changes, incoming transfers, sales force movements, compensation, career development, administrative expense entry, and personalized product orders.,Ensure good communication and collaboration with the sales force and direct requests to the Career Support and Services Center team's specialties as needed.,Collaborate closely with the agency director (participate in meetings, disseminate internal communications, organize activities).,Manage the director's agenda.,Compile data.,Write letters and administrative documents as needed.,Welcome and integrate new agency advisors.
2 years of experience in administrative support, customer service, or a similar role.
iA Financial Group is one of the largest insurance and wealth management groups in Canada, also operating in the United States. Founded in 1892, it offers a comprehensive range of life and health insurance, savings and retirement plans, mutual funds, and securities to protect the financial wellbeing of its clients.
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