Bilingual Business Initiatives Coordinator

Manulife Financial; Quebec; Hybrid; CAD 44,000 - 75,000; Full time

Job summary

Manulife Financial is seeking a Business Initiatives Coordinator to support wealth advisors in delivering exceptional service to clients. Responsibilities include managing client communications, tracking sales activities, and facilitating paperwork. This role offers a dynamic work environment with opportunities for growth and learning.

Benefits

Customizable health and dental benefits

Retirement savings plans

Paid time off program including vacation and sick days

Qualifications

• Minimum 2 years of client facing and/or customer service experience.
• Strong communication, interpersonal, and relationship building skills required.
• Experience in an advisory administrative role is an asset.

Responsibilities

• Manage general inbox for workflow assignment.
• Track business activities within 48-hour SLA.
• Assist with client-facing requests and inquiries.

Skills

Bilingual (French & English)

Communication

Problem Solving

Interpersonal Skills

Education

Post-Secondary education in finance, business or related discipline

Tools

Salesforce

DocuSign

Job description

The Business Initiatives Coordinator is a key support role for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Business Initiatives Coordinator is responsible for supporting the mass market sales teams, including Transition Solutions, by assisting with administrative duties, client facing interactions (phone calls and/or emails) and tasks that an advisor would support without the responsibility of providing advice, processing of transactions or direction to clients. The Business Initiatives Coordinator will work closely with other key stakeholder teams and direct members, as they manage activities related to their assigned work, while ensuring the advisor is kept in the loop, allowing the sales teams to focus on their primary sales duties.

Position Responsibilities:

• Manage general inbox for workflow assignment

• Maintain existing processes for tracking business and handling paperwork within 48-hour SLA

• Accountable for timely follow ups with other financial institutions on consolidation related activity

• Responsible for accurately tracking completed sales activities for advisors within Salesforce

• Maintain integrity of notes and tools used to track work activity, work intake and follow ups

• Assist advisors with client facing requests for administrative/service-related inquiries such as: non-financial account updates, missing paperwork for file completion etc

• Facilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSign

• Apply legislative, product and administrative processes knowledge when working with the client on non-license related requests that are not in good order

• Investigating client issues and delays on advisor's behalf with related business partners to come to timely resolution for clients

• Identify and implement suggestions to systematize and improve processes/workflows

• Proactively staying abreast of changes in legislation, product, and administrative processes

Required Qualifications:

• Minimum 2 years of client facing and/or customer service experience

• Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications:

• Post-Secondary education in finance, business or related discipline preferred

• Proven ability to multi-task, show initiative and problem solve

• Strong communication, interpersonal, and relationship building skills

• Ability to work in a fast-paced environment and manage multiple priorities simultaneously

• Experience in an advisory administrative role and/or retail product experience and/or retirement operations environment is an asset

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

#LI-WAM

#LI-HYBRID

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Referenced Salary Location

Montreal, Quebec

Working Arrangement

混合式

Salary range is expected to be between

$44,775.00 CAD - $74,625.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.