Job Overview

We are seeking a highly organized, professional, and client-focused Administrative Assistant to support a Manulife Wealth Advisor and their growing client practice. The successful candidate will play an important role in providing exceptional client service while assisting with the day-to-day administrative and operational needs of the wealth management advisor.

Duties

- Manage the advisor’s calendar, scheduling and meetings
- Act as a professional first point of contact for clients
- Provide client-service support
- Assist with investment-related administration and account servicing
- Prepare, track and follow up on client paperwork
- Maintain accurate client records in the CRM
- Help prepare for client review meetings
- Coordinate with internal partners and external providers
- Support general administrative and operational needs.

Skills

- General administrative experience




- Strong organization and attention to detail
- Professional written/verbal communication
- Ability to manage multiple priorities and deadlines
- Basic Excel and strong Outlook skills
- CRM / technology experience
- Financial services or wealth-management experience is an asset, but not required

Manulife Wealth is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at Manulife Wealth. Qualified applicants may be contacted to review their resume in more detail.

Pay: $40,000.00-$50,000.00 per year

Perks

- On-site parking

Work Location: In person

📌 Administrative Assistant (Vaughan)
🏢 Manulife Wealth
📍 Vaughan