About the RoleJoin the Manulife Wealth team and play a key role in supporting advisors through client service, account management, and administrative excellence. If you are detail‑oriented, highly organized, and thrive in a fast‑paced financial services setting, we want to hear from you.Key AccountabilitiesClient SupportAct as the first point of contact for clients, answering questions and addressing service needsAssist with account maintenance: updating client information, processing requests, executing transactionsSchedule and coordinate client meetings, preparing necessary documentation and reportsRespond promptly to client inquiries via phone, email, or in‑personAdministrative TasksManage the advisor's calendar including client appointments and conference callsHandle and prioritize incoming correspondence, distributing to appropriate team membersMaintain accurate client records in CRM systems in compliance with regulatory requirementsPrepare client reports, statements, and presentations for meetingsCompliance & DocumentationEnsure all documentation is properly filled out, signed, and filed to regulatory standardsStay updated on regulatory changes and work with compliance to ensure adherenceAssist in preparing for audits and regulatory reviewsAccount ManagementProcess account openings, transfers, NAAFs, and updatesHandle trade order submissions under the direction of the Investment AdvisorMonitor account activities for timely and accurate execution (EFT, cheque requests,



PAC/SWP setup)In‑kind and in‑cash transfers; add client banking information to systemsFinancial Planning SupportSupport the advisor in developing financial plans, portfolio reviews, and investment proposalsGather and organize financial data and research for advisor reviewPrepare investment reports and analysis for clientsOffice & Operational SupportMaintain daily filing, shred personal information, send branch correspondenceTrack and maintain petty cash; process bank depositsOversee office inventory, supplies, and mail/courier distributionSchedule and coordinate Lunch & Learns for the branchQualifications & RequirementsEducation & LicensingUndergraduate degree strongly preferredCompletion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) — requiredCurrent registration as an Investment Representative (IR) is an assetMinimum 1.5–3 years of experience in a similar financial services roleSkills & CompetenciesExpert proficiency in Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint)CRM / Salesforce and Power BI experience is an assetStrong knowledge of investment products, compliance rules, and trade processingExceptional organizational and time management skillsExcellent verbal and written communication skillsDiscretion and integrity when handling sensitive client informationProven ability to work collaboratively in a team environmentFamiliar with Fidelity Clearing Canada – Unified, U-Direct, U-Open, etc.Pay: $60,000.00-$85,000.00 per yearBenefits:On-site parkingPaid time offWork from homeWork Location: In person#J-18808-Ljbffr

📌 Wealth Management Administrative Associate - $60,000 - $85,000 A Year (Winnipeg)
🏢 Manulife Wealth
📍 Winnipeg