Administrative Assistant

Company Description

Manulife Wealth has provided personalized financial strategies to Canadians for over 20 years, backed by the global strength of Manulife’s $1.3 trillion in assets under management. Diligence Wealth Management, an elite firm within the Manulife Wealth network, manages over $13 billion in assets. We are an ever-expanding team dedicated to offering innovative investment solutions and providing financial freedom to clients across the country.

Role Description

We are seeking a proactive Administrative Assistant to join our growing team. This full-time hybrid role is essential to our daily operations, serving as the critical link between our advisors, clients, and back-office departments. You will manage the administrative lifecycle of client accounts—from onboarding and compliance to ongoing reporting and high-touch correspondence.

Work Structure

• Initial Phase: Training will be conducted remotely or at our Dorval, QC office.
• Flexibility: This role offers a hybrid schedule, balancing collaborative in-office days with remote work.

Key Responsibilities

• Client Management: Facilitate account openings, transfers, and documentation updates.
• Operations: Act as the primary intermediary between advisors and the back/middle office to ensure seamless processing.
• Compliance & Reporting: Maintain meticulous records and ensure all activities meet industry regulatory standards.
• Communication: Draft professional client correspondence and manage ...
• Organization: Maintain digital filing systems and prioritize daily administrative workflows.

Qualifications

• Experience: Proven background in administration, preferably within finance or wealth management.
• Tech Savvy: Advanced proficiency in Microsoft Excel, Word, and Adobe Acrobat.
• Detail-Oriented: A "zero-mistake" mindset with a high level of accuracy in data entry and documentation.
• Communication: Exceptional interpersonal and written communication skills.
• Adaptability: Ability to work independently in a remote setting while remaining a collaborative team player.

Preferred Skills & Assets

• Bilingualism: Proficiency in both French and English is highly valued.
• Industry Knowledge: Understanding of the Canadian investment landscape and financial planning processes.
• *
• Professional

Development: An interest in pursuing the Canadian Securities Course (CSC©) and the Conduct and Practices Handbook (CPH©) is a significant asset.

Pay: $40,000.00-$45,000.00 per year

Benefits

• On-site parking
• Paid time off

Education

• Bachelor's Degree (preferred)
• Language:
• French (required)
• English (required)
• Location:
• Dorval, QC H9P 2V9 (required)
• Work Location: In person