Assistant, National Accounts

1 week ago

Old Toronto, Ontario, Canada Manulife Full time
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

The opportunity:

The National Accounts team is responsible for the sales and growth of the firm's retail platform and works with Manulife's most important distribution partners to increase wealth sales across multiple channels and platforms. The team manages business and head office relationships with senior executives, fund analysts, marketing, product, and training leads in addition to being the quarterback for key internal and external relationships.

Reporting to the AVP, National Accounts, the Assistant role will play a crucial part in supporting the team's efforts to achieve its key objectives. For individuals with a strong organizational and collaborative nature, this position offers an exciting opportunity to be part of a dynamic and fast-paced team committed to delivering value to our clients.

Key Accountabilities:
  • Provide support for the team's sales and service needs related to funds held on dealer product shelves, recommended lists, models, sub-advised and SMA/UMA platforms.
  • National Accounts initiatives: assist in planning, material preparation and coordination of national accounts projects and initiatives, including team meetings, offsites and other employee/client focused meetings and events, demonstrating professionalism and strong communication skills in person, via email and over the phone.
  • Communications: Delivery of weekly National Accounts email in collaboration with team leads.
  • Document Management: Prepare and edit reports, presentations, and other documents, ensuring accuracy and adherence to company guidelines. Prepare, edit and distribute minutes of meetings and other governance reporting. Manage the National Accounts presence on Seismic and SharePoint.
  • Administrative Support: Provide high-level administrative support to National Accounts Leads, including handling of sensitive information, expense, and calendar management, and coordinating meetings and appointments. Including the creation of new vendors when necessary.
  • Client Records and CRM: create and edit client's information as necessary on SalesForce and Seismic. Pull reports as necessary from internal data sources (example: SalesForce and Power BI).
  • Events Management: Coordination of all National Accounts conference needs. Including:
  • Pre-and Post event co-op requirements (taking into account the National Instrument and Sales Practice guidelines)
  • Communicating speaker, marketing and content needs
  • Registering speakers for events, ensuring they have rooms booked when needed
  • Coordinate booth set up and tear down
  • Venue sourcing and A/V requirements when necessary
  • Tracking events & requirements in weekly National Accounts meetings
  • Submitting requests for all speakers
  • CE Credits: Submitting for CE credits before or after event
  • Submitting presentation and sign in sheet to CE Centre for approval and distributing credits
  • Confidentiality: Maintain strict confidentiality of sensitive information, including client data and company/employee records.
  • Team Collaboration: Work closely with other members of the team, including partners across sales, marketing, HR, legal, compliance, operations, product, analytics and other business lines to ensure the overall efficiency and effectiveness of the National Accounts Initiatives.
  • Champions a high-performance environment with the ability to work under tight timelines and competing demands with the ability to prioritize and focus, all the while maintaining professionalism and composure.
Job Requirements:
  • Undergraduate degree strongly perferred
  • Previous experience in a similar role, preferably within the financial industry.
  • Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)
  • Fluent in CRM / SalesForce and PowerBI an asset
  • Exceptional organizational and time management skills.
  • Excellent verbal and written communication skills
  • Strong attention to detail and ability to prioritize tasks effectively.
  • Proven ability to work in a team environment.
  • Discretion and the ability to handle sensitive information with integrity
  • Knowledge of financial terminology and concepts is a plus but not required.
  • Ability to build effective partnerships.
  • Unwavering curiosity and a passion for learning
What can we offer you?
  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities
What motivates you?
  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.
Our commitment to you
  • Values-first culture -We lead with our Values every day and bring them to life together.
  • Boundless opportunity -We create opportunities to learn and grow at every stage of your career
  • Continuous innovation -We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity, and Inclusion -We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship -We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location Toronto, Ontario

Salary range is expected to be between $46,200.00 CAD - $77,000.00 CAD

If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.
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