Distribution Support Specialist
Core
Provide administrative, operational, and coordination support to distribution channels, including advisors, consultants, and sales teams, to improve responsiveness and operational efficiency.
Role type
Senior administrative and operational support specialist for distribution channels
Builds
Advisor onboarding, licensing, contracting, commission inquiries, access management, and sales support processes
Domain
Financial services (Group Insurance, Group Savings, Retirement)
Required skills
Administrative coordination, operational support, stakeholder management, process improvement, data tracking, bilingual communication (French/English), Microsoft Office proficiency
Preferred skills
CRM and workflow management tools experience, sales reporting experience
Responsibilities
Coordinate advisor onboarding, licensing, and contracting activities; Resolve advisor inquiries and operational issues; Support sales and business development initiatives; Partner with Account Executives to enhance advisor experience; Contribute to process standardization and documentation
Seniority
Mid-Senior, hands-on IC