Hybrid Licensed Assistant at Manulife

Join Manulife as a Licensed Assistant, enhancing client experiences through administrative support and client service in a hybrid model. 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 strong 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

• Strong 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.