Associate Consultant - Syntrinsic
IMA Financial Group(5 days ago)
About this role
The Associate Consultant at IMA supports the firm's consulting services by managing logistics and client records, executing trade instructions, processing transactions, preparing performance reports, and assisting with onboarding and process improvements. The role requires a focus on operational efficiency and client service in a collaborative environment.
Required Skills
- Excel
- CRM
- Trade Execution
- Client Services
- Process Improvement
- Investment
- Onboarding
- Reporting
- Data Reconciliation
- Communication
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
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