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Administrative Assistant

3 weeks ago

Dorval, Canada Manulife Wealth Full time

**About Us**

Our group is proud to be part of the Manulife Wealth network and to be the top performing branch for over two decades.

Our team embodies a small business mindset and culture while remaining supported by a multinational company who is a trusted industry leader.

Company culture is the backbone of a happy workforce; we don't take that lightly. We believe culture matters.

We build positive company culture through our everyday attitudes, behaviors, assumptions, metrics, and beliefs. Our standards are not mediocre, and we push our goals everyday through positive leadership, language, and processes.

**Responsibilities**
- Provide unparalleled customer service by paying personalized attention to each client and their household.
- Assist primary partner in business administration as well as client servicing.
- Prepare material for client review meetings.
- Prepare and submit account opening documents.
- Submit transfer requests and follow up accordingly.
- Help manage schedule and organize meetings.
- Maintain client files and ensure their compliance.
- Other administrative tasks as needed.

**Experience**
- Excellent communication and interpersonal skills.
- Strong Phone Etiquette and Communication skills
- Proven ability to manage deadlines and multitask effectively.
- Intermediate to advanced proficiency in MS Office (Word, Excel, Outlook)
- Commitment to confidentiality and ethical standards.
- Attention to detail and problem-solving skills
- Proven experience in wealth management or a related field (ex: banking, full practice brokerage, institutional money management, etc).
- Excellent customer relationship management skills, with the ability to build trust and rapport with clients.
- Strong analytical skills, with the prioritize task and organize workload.

In working with the our wealth management team, you will play a crucial role in helping clients achieve their financial goals. You will be responsible insuring smooth internal operations in order to best serve a clientele composed primarily of high net worth individuals. This role requires strong organization skills and work ethic.

**À propos de nous**

Notre groupe est fier de faire partie du réseau Patrimoine Manuvie et d'être la succursale la plus performante depuis plus de deux décennies.

Notre équipe incarne une mentalité et une culture de petite entreprise tout en étant soutenue par une entreprise multinationale qui est un leader de confiance dans l'industrie.

La culture d'entreprise est le pilier d'une main-d'œuvre heureuse ; nous ne prenons pas cela à la légère. Nous croyons que la culture a de l'importance.

Nous construisons une culture d'entreprise positive à travers nos attitudes quotidiennes, nos comportements, nos suppositions, nos mesures et nos croyances. Nos normes ne sont pas médiocres, et nous poursuivons nos objectifs chaque jour grâce à un leadership positif, un langage positif et des processus positifs.

**Responsabilités**
- Fournir un service client inégalé en accordant une attention personnalisée à chaque client et à son foyer.
- Aider le partenaire principal dans l'administration des affaires ainsi que dans le service client.
- Préparer le matériel pour les réunions d'examen avec les clients.
- Préparer et soumettre les documents d'ouverture de compte.
- Soumettre les demandes de transfert et faire le suivi en conséquence.
- Aider à gérer l'agenda et organiser les réunions.
- Gérer les dossiers des clients et veiller à leur conformité.
- Autres tâches administratives au besoin.

**Expérience**
- Expérience avérée en gestion de patrimoine ou dans un domaine connexe (ex. : banque, courtage à service complet, gestion institutionnelle de fonds, etc.).
- Excellentes compétences en gestion de la relation client, avec la capacité de bâtir la confiance et d'établir des
- Solides compétences analytiques, avec la priorisation des tâches et l'organisation de la charge de travail.
- Excellentes compétences en communication, tant à l'écrit qu'à l'oral

En travaillant avec notre équipe de gestion de patrimoine, vous jouerez un rôle crucial dans l'aide aux clients pour atteindre leurs objectifs financiers. Vous serez responsable d'assurer le bon fonctionnement interne afin de mieux servir une clientèle composée principalement de personnes fortunées. Ce rôle nécessite de solides compétences organisationnelles et une éthique de travail exemplaire.

**Job Types**: Full-time, Permanent

Pay: $45,000.00-$60,000.00 per year

Schedule:

- Monday to Friday

**Experience**:

- Financial services: 1 year (preferred)

Work Location: In person