Wealth Management Administrative Associate

Join the Manulife Wealth team and play a key role in supporting advisors through client service, account management, and administrative excellence. If you are detail-oriented, highly organized, and thrive in a fast-paced financial services environment, we want to hear from you.

Key Accountabilities

Client Support

• Act as the first point of contact for clients, answering questions and addressing service needs
• Assist with account maintenance: updating client information, processing requests, executing transactions
• Schedule and coordinate client meetings, preparing necessary documentation and reports
• Respond promptly to client inquiries via phone, email, or in-person

Administrative Tasks

• Manage the advisor's calendar including client appointments and conference calls
• Handle and prioritize incoming correspondence, distributing to appropriate team members
• Maintain accurat...