Administrative Associate for Wealth Management

Join Manulife as an Administrative Associate in Wealth Management, where you'll support advisors and enhance client relationships through outstanding service and organization. This role requires detail orientation and strong communication skills, vital for success in the financial sector.
In this position, you will work directly with Corporate Advisors, executing administrative duties and ensuring client satisfaction. Your organizational skills will help maintain client records, prepare reports, and manage schedules to provide seamless support for client interactions. An enthusiastic attitude towards financial processes is key.
Key Responsibilities:
• Handle client inquiries and service needs promptly
• Manage advisors' calendars and meeting logistics
• Ensure compliance with regulatory documentation
• Prepare financial plans and presentations for clients
• Support account management tasks under advisor direction
Requirements:
• Degree preference in finance o...