Business Initiatives Coordinator

2 weeks ago


Montréal, Canada Manulife Full time

**Position Responsibilities**:

- Manage general inbox for workflow assignment
- Maintain existing processes for tracking business and handling paperwork within 48-hour SLA
- Accountable for timely follow ups with other financial institutions on consolidation related activity
- Responsible for accurately tracking completed sales activities for advisors within Salesforce
- Maintain integrity of notes and tools used to track work activity, work intake and follow ups
- Assist advisors with client facing requests for administrative/service-related inquiries such as: non-financial account updates, missing paperwork for file completion etc
- Facilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSign
- Investigating client issues and delays on advisor's behalf with related business partners to come to timely resolution for clients
- Identify and implement suggestions to systematize and improve processes/workflows
- Proactively staying abreast of changes in legislation, product, and administrative processes

**Required Qualifications**:

- Post-Secondary education in finance, business or related discipline
- Minimum 2 years of client facing and/or customer service experience

**Preferred Qualifications**:

- Proven ability to multi-task, show initiative and problem solve
- Strong communication, interpersonal, and relationship building skills
- Ability to work in a fast-paced environment and manage multiple priorities simultaneously
- Experience in an advisory administrative role and/or retail product experience and/or retirement operations environment is an asset

**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 are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.

LI-WAM

**About Manulife and John Hancock**

**Manulife is an Equal Opportunity Employer**

**Primary Location**

Montreal, Quebec

**Working Arrangement**

Hybrid
**Salary range is expected to be between**

$44,775.00 CAD - $74,625.00 CAD

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



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