Position Responsibilities:

- Manage general inbox for workflow assignment
- Maintain existing processes for tracking business and handling paperwork within 48-hour SLA
- Accountable for timely follow-ups with other financial institutions on consolidation-related activity
- Responsible for accurately tracking completed sales activities for advisors within Salesforce
- Maintain integrity of notes and tools used to track work activity, work intake and follow-ups
- Assist advisors with client-facing requests for administrative/service-related inquiries such as non-financial account updates, missing paperwork for file completion, etc.
- Facilitate non-complex form completion by pre-populating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSign
- Apply legislative, product and administrative processes knowledge when working with the client on non-license related requests that are not in good order
- Investigate client issues and delays on advisor's behalf with related business partners to reach timely resolution for clients
- Identify and implement suggestions to systematize and improve processes/workflows
- Proactively stay abreast of changes in legislation, product, and administrative processes

Required Qualifications:

- Minimum 2 years of client-facing and/or customer service experience

Preferred Qualifications:

- Post-Secondary education in finance, business or related discipline preferred
- Proven ability to multi-task, show initiative and problem solve
- Strong communication, interpersonal, and relationship-building skills
- Ability to work in a fast-paced environment and manage multiple priorities simultaneously
- Experience in an advisory administrative role and/or retail product experience and/or retirement operations environment is an asse
- Bilingualism (English and French) is a strong asset

When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider,



helping people make their decisions easier and lives better.

To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Chance Employer.

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment.

A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Referenced Salary Location: Montreal, Quebec.

Working Arrangement: Hybrid.

Salary range is expected to be between $45,900.00 CAD - $76,500.00 CAD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.



If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

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
- Holidays, vacation, personal, and sick days
- Full range of statutory leaves of absence

If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future.

Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner, Manulife Named one of Forbes World’s Best Employers, 2023 Best Companies to Work for in Asia, 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024), Manulife included in Bloomberg’s 2023 Gender‑Equality Index.

Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.

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