Wealth Management Administrative Associate (csc Or Csc In Progress)

Manulife Financial Corporation

Montreal, Quebec, Canada
Base: $50,500.00 - $90,500.00 cad; bonus/equity: s...
Hybrid
Fluent in french and english
Undergraduate degree preferred
Microsoft office proficiency
The role involves acting as the primary point of contact for clients while supporting Corporate Advisors with administrative and account management tasks

Job Summary

  • The role involves acting as the primary point of contact for clients while supporting Corporate Advisors with administrative and account management tasks.
  • Candidates must be fully bilingual in French and English to effectively serve clients across various jurisdictions outside of Quebec.
  • The position offers a hybrid work arrangement with competitive compensation ranging from $50,500 to $90,500 CAD plus sales incentives.

Matching Summary

The role involves acting as the primary point of contact for clients while supporting Corporate Advisors with administrative and account management tasks.

Salary

Base: $50,500.00 - $90,500.00 CAD; Bonus/Equity: Sales incentives based on performance; Benefits: Health, dental, pension, paid time off

Skills & Requirements

Must-have

  • Fluent in French and English
  • Undergraduate degree preferred
  • Microsoft Office proficiency
  • Client relationship management
  • Regulatory compliance knowledge

Nice-to-have

  • Salesforce CRM experience
  • PowerBI analytics skills
  • Financial planning support
  • Fast-paced environment adaptability
  • Team collaboration mindset

Key Requirements

  • Undergraduate degree strongly preferred
  • Fluency in French and English required
  • Previous financial industry experience preferred

Work Rights

Not specified

Tailored Resume

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