About the Opportunity

A leading financial advisory team at Diligence Wealth Management, part of Manulife Wealth, is seeking an exceptional Senior Administrative Assistant to oversee daily operations, coordinate client services, and ensure the smooth functioning of its practice.

We are looking for a highly organized, proactive, and resourceful professional with strong communication skills, exceptional attention to detail, and the ability to manage competing priorities, anticipate needs, and solve problems independently.

Key Responsibilities

Client Services & Communication

- Serve as a primary point of contact for client inquiries, ensuring timely, professional, and attentive communication.
- Proactively manage client follow-ups, including outstanding documentation, signatures, account information, and meeting requests.
- Coordinate appointments and manage calendars for three financial advisors.
- Maintain strong client relationships by delivering consistent, high-quality service.

Operations & Account Administration

- Manage administrative processes related to new account openings, account transfers, and ongoing account maintenance.
- Coordinate Know Your Client (KYC) reviews and compliance-related documentation.
- Prepare and distribute weekly transaction reports.
- Identify and resolve operational issues, including processing errors, documentation discrepancies, and outstanding requests.
- Maintain accurate client records, filing systems, and organized documentation in accordance with internal procedures.

Team Coordination & Workflow Management

- Monitor outstanding tasks, deadlines, and deliverables, ensuring timely follow-ups and completion.
- Coordinate the onboarding of new team members,



including documentation, administrative setup, and internal systems.
- Streamline administrative processes and identify opportunities to improve operational efficiency.
- Support the overall organization of the team, ensuring daily operations run smoothly and efficiently.

Qualifications

- Minimum 3 years of experience in an administrative or operations coordination role involving high-volume file management and multiple competing priorities.
- DEC or bachelor's degree in Business Administration, Management, or a related field.
- Full professional proficiency in both English and French, written and spoken.
- Exceptional organizational skills, attention to detail, and ability to multitask effectively.
- Strong problem-solving skills, initiative, and ability to work independently with minimal supervision.
- Excellent interpersonal and client communication skills.
- Proactive, resourceful, resilient, and able to perform effectively under pressure.
- Strong proficiency in Microsoft Office; experience with CRM systems is an asset.
- Previous experience in financial services, wealth management, or a similar professional setting is an asset.

What We Offer

- Competitive annual salary of 70,000–85,000, commensurate with experience.
- The opportunity to work alongside an established, high-performing financial advisory team.
- A dynamic, professional, and collaborative work environment.
- Long-term career stability and opportunities for growth

Job Types: Full-time, Permanent

Pay: $70,000.00-$85,000.00 per year

Benefits:

- Life insurance
- On-site parking

Experience:

- Administrative: 3 years (required)

Language:

- French and English fluently (required)

Work Location: In person

📌 Senior Administrative Assistant – Wealth Management (Dorval)
🏢 Manulife Wealth
📍 Dorval