Wealth Management Assistant

4 weeks ago

Dorval, Canada Manulife Wealth Full time

**About Us**:
Join our award-winning team at Manulife Wealth, the top-performing branch for over two decades. We are a unique blend of a small business's agility and personal touch, backed by the robust support of a multinational leader in the industry. At the heart of our success is a culture that values happiness, growth, and excellence.

Our approach to culture is dynamic, shaped by positive attitudes, high standards, and a shared belief in the power of positive leadership and teamwork. Inspired by Dale Carnegie's philosophy, we find joy in our work and strive towards excellence with enthusiasm and fun. Our team isn't just about earning a paycheck; it's about making a difference and enjoying the journey.

**Role Overview**:
As a Wealth Management Assistant, you will be at the forefront of delivering exceptional service to high-net-worth clients. You'll be instrumental in supporting our team with top-tier business administration and client servicing. This role is vital in ensuring seamless internal operations and contributing significantly to our clients' financial success.

**Responsibilities**:

- Deliver unparalleled customer service, providing personalized attention to each client.
- Assist in business administration tasks and client servicing with precision and care.
- Prepare and organize materials for client review meetings.
- Efficiently handle account openings, transfer requests, and follow-ups.
- Manage schedules, coordinate meetings, and maintain client files in compliance with industry standards.
- Perform various administrative duties as required to support the team's objectives.

**Experience**:

- Proven track record in wealth management or related fields (banking, brokerage, money management).
- Deep understanding of investment products, financial markets, and the Canadian investment landscape.
- Exceptional customer relationship skills, fostering trust and rapport.
- Strong analytical abilities, adept at prioritizing tasks and organizing workload.
- Outstanding communication skills, capable of simplifying complex financial concepts for clients.

**Why Join Us**:
Working with our wealth management team means playing a pivotal role in our clients' financial journeys. You'll need excellent organizational skills and a strong work ethic to thrive in this role. If you're passionate about wealth growth and have relevant experience, we're eager to welcome you aboard.

**Job Details**:
**Job Type**: Permanent, Full-Time

**Salary**: $45,000 - $60,000 per year

Location: Dorval, QC H9P 2V3 (Relocation required)

**Requirements**:

- Fluency in English (required)
- Proficiency in French (required)
- Minimum 3 years in Financial Services (preferred)

**Application Process**:
Work Location: In-Person

**À Propos de nous**:
Rejoignez notre équipe primée chez Patrimoine Manuvie, la succursale la plus performante depuis plus de deux décennies. Nous sommes un mélange unique de l'agilité et du contact personnel d'une petite entreprise, soutenus par le robuste support d'un leader multinational dans l'industrie. Au cœur de notre succès se trouve une culture qui valorise le bonheur, la croissance et l'excellence.

Notre approche de la culture est dynamique, façonnée par des attitudes positives, des normes élevées et une croyance partagée dans la puissance du leadership positif et du travail d'équipe. Inspirés par la philosophie de Dale Carnegie, nous trouvons de la joie dans notre travail et nous nous efforçons d'atteindre l'excellence avec enthousiasme et amusement. Notre équipe ne se concentre pas seulement sur le gain d'un salaire ; il s'agit de faire une différence et de profiter du voyage.

**Vue d'ensemble du rôle**:
En tant qu'Assistant en Gestion de Patrimoine, vous serez au premier plan pour offrir un service exceptionnel à des clients à haut patrimoine net. Vous serez essentiel pour soutenir notre équipe avec une administration commerciale de premier ordre et un service client. Ce rôle est vital pour assurer des opérations internes fluides et contribuer de manière significative au succès financier de nos clients.

**Responsabilités**:

- Offrir un service client incomparable, en accordant une attention personnalisée à chaque client.
- Aider dans les tâches d'administration commerciale et de service client avec précision et soin.
- Préparer et organiser les matériaux pour les réunions de révision des clients.
- Gérer efficacement l'ouverture de comptes, les demandes de transfert et les suivis.
- Gérer les horaires, coordonner les réunions et maintenir les dossiers des clients en conformité avec les normes de l'industrie.
- Effectuer diverses tâches administratives selon les besoins pour soutenir les objectifs de l'équipe.

**Expérience**:

- Antécédents prouvés en gestion de patrimoine ou domaines connexes (banque, courtage, gestion de fonds).
- Compréhension approfondie des produits d'investissement, des marchés financiers et du paysage d'investissement

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