Branch Administrator

2 months ago

Waterloo, Canada Manulife Full time

**The opportunity**

Manulife Wealth is a leading provider of wealth and insurance solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an Investment Dealer, a Mutual Funds Dealer and an Insurance MGA (Manulife Wealth Insurance Services Inc.). Through these three firms, we work with over 1,000 of Manulife Wealth's most closely aligned independent advisors from across Canada.

Reporting to the Senior Manager of Advisory Business Services, the Branch Administrator is responsible for the day-to-day administrative and operational duties required to support Branch advisors in our Waterloo location. The role is required to be an onsite presence.

**This role is a full time in office role***

**Key Accountabilities**:
This role provides reception and administrative support to the Branch Office at 1 Blue Springs Drive, Waterloo, Ontario. This position requires excellent customer service skills, professionalism, and the ability to create strong working relationships with advisors.

**Administrative Support for Branch Office (75%)**
- Act as Receptionist/greets all visitors and callers.
- Answer, screen and forward any incoming phone calls while providing basic information when needed.
- Receive and sort daily mail/deliveries/couriers.
- Monitor and manage Building Engines website for tenant work orders.
- Assist with maintaining filing system
- Maintain site facilities, including ordering office and kitchen supplies and refreshments
- Co-ordinate on-site presentations with partners and other social events
- Maintain contact with Building property services
- Established office procedures and documented processes to promote efficiencies in the future
- Maintain the office A/P invoices ensuring prompt payments are made
- Office management (physical filing system, supplies, mail, office equipment, etc.)
- Maintain online emergency communications database.
- Onboarding new advisor (workstation, security, telephone, parking)
- Handle client cheque deposits for branch advisors (maintain log of deposits for compliance)

**Administrative Support for Advisors (25%)**
- Ad hoc support for basic administrative tasks for advisor teams.
- Keeping apprised of changes and communication within the company to provide an effective network of current information.
- Supporting advisor teams with any changes/updates to processes.

**Requirements**:

- College education preferred.
- Excellent telephone manner and customer service skills.
- Minimum two years of administrative experience, preferably in a property management or real estate environment.

**Key responsibilities**:

- Highly organized and able to work in a busy office environment.
- Strong communication skills - verbal and written.
- Proficient in Microsoft Office
- Team player with a positive attitude.
- Handling and paying various expenses of branch and executing process to charge back advisors.
- Daily banking for advisors.
- Managing laptops and technology with third party vendor.
- Responsible for day-to-day cleanliness of the entire branch (ex: loading and emptying dishwasher, watering plants, etc.).
- Co-ordination of a weekly external visitor list and liaising with Security.
- Strong interpersonal and diplomacy skills with a high comfort level in dealing with advisors and clients
- Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests.
- Strong ability to multitask as priorities may shift day to day.
- Attention to detail, takes initiative, strong organization skills.
- Strong written and verbal communication skills a must.

**When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion aremore than just words.
- As part of our global team, we’ll support you in shaping the future you want to see

**About Manulife and John Hancock**

**Manulife is an Equal Opportunity Employer**

**Primary Location**

Waterloo, Ontario

**Working Arrangement**

In Office
**Salary range is expected to be between**

$37,425.00 CAD - $62,375.00 CAD

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short

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