Job Overview

We are seeking a highly organized, qualified, 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




Robust organization and attention to detail
Professional written/verbal communication
Ability to manage multiple priorities and deadlines
Basic Excel and robust 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