National Accounts Associate at Manulife

Become a pivotal member of the National Accounts and Platforms team at Manulife in Toronto. This hybrid role emphasizing business management and data insights enhances strategic distribution relationships.

In this associate-level role, you'll support business management, reporting, and operational execution across multiple teams. Key skills include proficiency in Microsoft Office, particularly Excel and PowerPoint, alongside experience in financial services or asset management. Your responsibility extends to managing client reporting, organizing conferences, and ensuring data integrity through various technical systems.

Key Responsibilities:

• Coordinate and deliver RFI, RFP, and client reporting requests

• Lead planning and execution of conferences and events

• Maintain project timelines and track key business objectives

• Manage data integrity across Salesforce and reporting tools

• Support client presentations and marketing materials

Requirements:

• Undergraduate degree in Business, Finance, or related field

• 2-5 years experience in financial services or operations

• Proficiency in Microsoft Office, especially Excel

• Strong problem-solving and analytical skills

• Ability to manage multiple priorities effectively

Deliver exceptional business support and insights to enhance Manulife's National Accounts strategy.
#J-18808-Ljbffr