Wealth Management Administrative Associate (csc Or Csc In Progress)

Manulife

Montreal, Canada
On-site
Client service and account management
Administrative task management
Compliance and documentation adherence
Plays a key role in supporting Corporate Advisors by handling administrative tasks, client service, and account management

Job Summary

  • Plays a key role in supporting Corporate Advisors by handling administrative tasks, client service, and account management.
  • Ensures all documentation is properly filled out, signed, and filed in compliance with regulatory standards.
  • Offers opportunities for learning and growth in a flexible environment that values well-being and inclusion.

Matching Summary

Plays a key role in supporting Corporate Advisors by handling administrative tasks, client service, and account management.

Skills & Requirements

Must-have

  • Client service and account management
  • Administrative task management
  • Compliance and documentation adherence
  • Financial planning support
  • Microsoft Office Suite proficiency
  • Bilingual French and English communication

Nice-to-have

  • CRM/Salesforce and PowerBI knowledge
  • Detail-oriented and organized
  • Team collaboration skills
  • Curiosity and passion for learning

Key Requirements

  • Relevant securities licenses (e.g., CSC, CPH, WME)
  • Undergraduate degree strongly preferred
  • Previous financial industry experience
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter