Business Initiatives Coordinator

Manulife; Montreal; Hybrid; CAD 44,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated individual to enhance client service and administrative support. This role involves managing workflows, assisting advisors, and ensuring timely follow-ups with financial institutions. The ideal candidate will possess strong communication skills and a proactive approach to problem-solving. With opportunities to grow and develop within a supportive environment, this position offers a chance to make a tangible impact in a dynamic financial services setting. Join a team that values diversity and inclusion while empowering you to shape your career path.

Benefits

Health Insurance

Dental Insurance

Mental Health Benefits

Vision Insurance

Short- and Long-term Disability Insurance

Life Insurance

Paid Time Off

Retirement Savings Plans

Employee Assistance Plans

Flexible Work Environment

Qualifications

• Minimum 2 years of client facing and/or customer service experience.
• Post-Secondary education in finance, business or related discipline.

Responsibilities

• Manage general inbox for workflow assignment and maintain existing processes.
• Accountable for timely follow-ups with financial institutions on consolidation.
• Assist advisors with client-facing requests and administrative inquiries.

Skills

Client Facing Experience

Customer Service

Problem Solving

Communication Skills

Interpersonal Skills

Bilingual (French & English)

Education

Post-Secondary Education in Finance or Business

Tools

Salesforce

DocuSign

Job description

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:

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

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

Preferred Qualifications:

• 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

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.

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

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail] .

Primary Location

Montreal, Quebec

Working Arrangement

Hybrid

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.