29 Sep
|
Manulife group
|
Burlington
29 Sep
Manulife group
Burlington
Join Manulife as a Licensed Assistant, enhancing client experiences through administrative support and client service in a hybrid mode. Your organizational skills will be crucial in managing multifaceted tasks. In this vital role, the Licensed Assistant collaborates with Corporate Advisors to deliver exceptional client services and manage administrative responsibilities.
Relevant securities licensing is essential, along with proficiency in Microsoft Office and CRM tools. Exceptional attention to detail coupled with solid communication skills will significantly elevate client interactions. Key Responsibilities:
Handle client inquiries and service requests promptly
Manage the advisor’s calendar and schedules
Prepare accurate client documentation and reports
Execute account transactions and maintenance tasks
Ensure regulatory compliance in all documentation Requirements:
Must hold relevant securities licenses
Previous role in financial services preferable
Proven expertise in Microsoft Office Suite
Robust communication and organizational skills
Ability to work effectively in a team Enhance your career while supporting Manulife's commitment to exceptional client service and compliance.
📌 Hybrid Licensed Assistant At Manulife Burlington
🏢 Manulife group
📍 Burlington