Enhance client relations as a Bilingual Advisor Support Associate at Investment Planning Counsel. This role emphasizes superior administrative support and client service in a hybrid work setting. At IPC, the Advisor Support Associate assists both Advisors and clients by delivering administrative and operational services. This role involves organizing appointments, managing client inquiries, and supporting administrative workflows essential for quality service. You'll thrive in a fast-paced environment, ensuring a seamless client experience alongside Client Experience Specialists. Key Responsibilities:
- Provide top-notch customer service to clients
- Manage Advisor calendars and client appointments
- Handle team mailboxes and route inquiries




- Assist with client onboarding and service requests
- Maintain accurate client records and track documentation Requirements:
- Bilingual in French and English is essential
- Background in client service or administrative roles
- Strong organizational skills and attention to detail
- Proficient with Microsoft Office and CRM systems
- Post-secondary education in relevant fields preferred Bring your bilingual skills and client service expertise to enhance IPC's commitment to exceptional client experiences. #J-18808-Ljbffr

📌 Bilingual Advisor Support Associate Ipc (Montreal)
🏢 Canada Life Group
📍 Montreal