Wealth Management Administrative Associate (csc Or Csc In Progress)

Manulife Financial Inc

**
Relevant securities licenses required
Expert proficiency in microsoft programs
Fluent in crm / salesforce
** Manulife Financial Inc. is seeking a Wealth Management Administrative Associate, preferably with a CSC or similar securities license, to support Corporate Advisors in administrative tasks and client service. The ideal candidate should possess strong organizational skills, experience in the financial sector, and proficiency in Microsoft and CRM tools, while also being bilingual in French and English. **

Job Summary

  • The Wealth Management Administrative Associate plays a key role in supporting Corporate Advisors.
  • This position involves handling administrative tasks, client service, and account management.
  • Manulife offers a flexible environment that supports learning and growth.

Matching Summary

Match Score: 75

** Manulife Financial Inc. is seeking a Wealth Management Administrative Associate, preferably with a CSC or similar securities license, to support Corporate Advisors in administrative tasks and client service. The ideal candidate should possess strong organizational skills, experience in the financial sector, and proficiency in Microsoft and CRM tools, while also being bilingual in French and English. **

Skills & Requirements

Must-have

  • Relevant securities licenses required
  • Expert proficiency in Microsoft programs
  • Fluent in CRM / SalesForce

Nice-to-have

  • Strong attention to detail
  • Exceptional organizational skills
  • Ability to build effective partnerships

Key Requirements

  • Undergraduate degree strongly preferred
  • Previous experience in a similar role
  • Fully bilingual in French and English

Work Rights

Not specified

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