Key skills
Communication
About this role
Role Overview
- key support person for wealth advisors delivering wealth and retirement advice to Manulife clients
- assist advisors with client facing requests for administrative/service-related inquiries
- validate accuracy and completion of financial transactions processed by the administrative team
- build strong relationships with internal collaborators
- apply business knowledge to support the Advisor on client investigations
- proactively stay abreast of changes in legislation, product, and administrative processes
Requirements
- 2-3 years of experience in a client facing financial role
- Knowledge of the financial services industry and investment management
- Bilingual (French & English) is required
- Confirmed ability to multi-task, show initiative and anticipate needs
- Strong communication, interpersonal, and relationship building skills
- Strong analytical and problem-solving skills
Benefits
- health, dental, mental health, vision, short
- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program in Canada (includes holidays, vacation, personal, and sick days)
- full range of statutory leaves of absence