Licensed Financial Services Assistant (Burlington)

Licensed Financial Services Assistant (Burlington)

25 Sep
|
Manulife Insurance Malaysia
|
Burlington

25 Sep

Manulife Insurance Malaysia

Burlington

The Licensed Assistant at Manulife supports our Corporate Advisors by handling administrative tasks, client service, and account management in a fast-paced financial services workplace. This role requires securities licenses (e.g., CSC, CPH, WME) and a commitment to accurate data and compliant processes.

Key responsibilities include client inquiries, account maintenance, calendar management, CRM updates, preparing reports, and coordinating meetings.

📌 Licensed Financial Services Assistant (Burlington)
🏢 Manulife Insurance Malaysia
📍 Burlington

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