Bilingual Licensed Assistant – Financial Services

Manulife John Hancock; Montreal; Vor Ort; CAD 42.000 - 65.000; Vollzeit

Zusammenfassung

Manulife John Hancock in Montreal is seeking a Licensed Assistant to support Corporate Advisors with client service, account management, and a range of administrative tasks in a fast-paced financial services environment.

The role requires bilingual communication (English/French), strong organizational skills, and proficiency with CRM systems. You will collaborate with a team to ensure accurate documentation and timely client service.

Qualifikationen

• Undergraduate degree strongly preferred.
• Experience in financial services is a plus.
• Fluent in English and French is required.

Aufgaben

• Act as the first point of contact for clients and address service needs.
• Assist with account maintenance, information updates, requests, and transactions.
• Schedule client meetings and prepare documentation and reports.
• Manage advisor calendars and coordinate communications.
• Maintain client records in CRM systems in compliance with regulations.
• Prepare investment reports and support financial planning tasks.
• Collaborate with team members to meet client needs promptly.

Kenntnisse

Attention to detail

Time management

Verbal communication

Written communication

Team collaboration

Discretion

Ausbildung

Undergraduate degree strongly preferred

Tools

MS Outlook

MS Teams

MS Word

MS Excel

MS PowerPoint

SalesForce

PowerBI

Jobbeschreibung

Manulife John Hancock in Montreal is seeking a Licensed Assistant to support Corporate Advisors with client service, account management, and a range of administrative tasks in a fast-paced financial services environment.

The role requires bilingual communication (English/French), strong organizational skills, and proficiency with CRM systems. You will collaborate with a team to ensure accurate documentation and timely client service.