Administrative Assistant, President

2 weeks ago


Montréal QC, Canada Manulife Wealth Full time €55,000 - €75,000

About Manulife and Our Team Manulife oversees more than $1.6 trillion* in assets under management and administration worldwide (Q1 2025 Rerport) , making it one of the global leaders in financial services.
Within this network, our group manages $12 billion in AUM, and our team, over $200 million in AUM, stands out for its efficiency, professionalism, and strong growth mindset.
We value rigor, collaboration, and the use of leading technologies to support our advisors and deliver a best-in-class client experience. You excel in organization, planning, and multitasking.
We are seeking a detail-oriented, autonomous Administrative Assistant with strong customer service instincts.
This role combines core administrative duties with light executive-support responsibilities, including proactive calendar management, operational client follow-ups, and improving the processes.
You will play a key role in ensuring the smooth operation of the team, the quality of the client experience, and the overall efficiency of the advisors.

Administrative Support & Operations
Support financial advisors in all administrative, client-service, and business-development activities.
Complete, verify, and submit account-opening forms and related documents.
Perform data checks and operational tasks (transfers, cheque deposits, requisitions, mail processing, RRSP contributions, etc.) in compliance with internal policies.
Produce and format client documents with attention to clarity, quality, and presentation.
Reach out to clients for administrative updates or appointment scheduling.
Support the preparation and execution of client-communication initiatives.
Executive-Style Responsibilities
Suggest improvements to enhance operational and administrative efficiency.

Work with Word, Excel, Outlook, Teams, SharePoint, and CRM Dynamics.
Update internal databases and contribute to the optimization of collaboration tools.

Strong interpersonal skills and dedication to high-quality customer service.
High school diploma (college diploma in administration, secretarial studies, or related field is an asset).
Experience in administrative support or secretarial work.
Strong command of Microsoft Office (Word, Excel, Outlook, PowerPoint).
Experience with Teams, SharePoint, and/or CRM Dynamics.
Bilingualism French/English.

Full-time permanent position, based in Dorval (QC).
Monday to Friday schedule.



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