Support Manulife Corporate Advisors in Montreal through bilingual client service, account management, and detailed administrative coordination in a hybrid arrangement.

The Licensed Assistant supports Corporate Advisors with client service, account maintenance, and administrative tasks. This bilingual position serves clients in English and French across jurisdictions outside Quebec. Responsibilities include coordinating meetings, maintaining CRM records, preparing reports, processing accounts, and supporting compliance requirements.

Key Responsibilities:

- Answer client questions and address service needs promptly
- Process account openings, transfers, updates, and transactions
- Coordinate meetings, calendars, documentation, and conference calls




- Maintain accurate client records in CRM systems
- Support financial plans, portfolio reviews, and investment proposals

Requirements:

- Relevant securities licenses, such as CSC, CPH, or WME
- Fluency in English and French
- Robust Microsoft Outlook, Teams, Word, Excel, and PowerPoint proficiency
- Exceptional organization, communication, and time management skills
- Previous similar experience, preferably within financial services

Use licensed financial services knowledge, bilingual communication, and organized account support to assist Manulife clients and Corporate Advisors.

📌 Bilingual Licensed Financial Assistant (Montreal)
🏢 Manulife
📍 Montreal