Administrative Associate Wealth Management
M
Manulife Wealth
📍 st. catharines, niagara region, Canada
Job Description
Support the Manulife Wealth team as an Administrative Associate, focusing on client service and account management in a fast-paced financial services environment.
In this vital role, you will be the primary contact for clients, assisting with account maintenance, scheduling meetings, and ensuring all documentation meets regulatory standards. As a detail-oriented and highly organized professional, your skills in administrative excellence will be crucial for maintaining accurate client records while providing outstanding service.
Key Responsibilities:
• Act as the first point of contact for clients
• Manage the advisor's calendar and client appointments
• Ensure compliance with documentation standards
• Process account openings, transfers, and updates
• Track office inventory and supplies
Requirements:
• Completion of Canadian Securities Course (CSC)
• Minimum 1.5–3 years in a financial services role
• Strong proficiency in Microsoft Office Suite
• Exc...
In this vital role, you will be the primary contact for clients, assisting with account maintenance, scheduling meetings, and ensuring all documentation meets regulatory standards. As a detail-oriented and highly organized professional, your skills in administrative excellence will be crucial for maintaining accurate client records while providing outstanding service.
Key Responsibilities:
• Act as the first point of contact for clients
• Manage the advisor's calendar and client appointments
• Ensure compliance with documentation standards
• Process account openings, transfers, and updates
• Track office inventory and supplies
Requirements:
• Completion of Canadian Securities Course (CSC)
• Minimum 1.5–3 years in a financial services role
• Strong proficiency in Microsoft Office Suite
• Exc...