Bilingual Licensed Assistant for Advisors

Manulife; Montreal; Hybrid; CAD 50,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision care

Pension plan

Job summary

Manulife is seeking a Licensed Assistant to support Corporate Advisors with administrative tasks, client service, and account management. The role requires bilingual (French/English) communication and relevant securities licenses.

You will manage client records, schedules, and documentation in a fast-paced financial services environment. The position is hybrid in Montreal, with compensation in CAD and potential incentives.

Qualifications

• Undergraduate degree preferred.
• Experience in financial services is a plus.
• Proficient with MS Office and CRM tools.

Responsibilities

• Act as the first point of contact for clients and support service needs.
• Assist with account maintenance, updates, and transaction processing.
• Prepare client reports and documentation for meetings.
• Ensure compliance with regulatory standards and assist audits.

Skills

MS Office suite

CRM / Salesforce

PowerBI

Organizational skills

Time management

Communication skills

Education

Undergraduate degree

Tools

Salesforce

PowerBI

MS Outlook

MS Teams

Excel

Job description

Manulife is seeking a Licensed Assistant to support Corporate Advisors with administrative tasks, client service, and account management. The role requires bilingual (French/English) communication and relevant securities licenses.

You will manage client records, schedules, and documentation in a fast-paced financial services environment. The position is hybrid in Montreal, with compensation in CAD and potential incentives.