Wealth Management Administrative Assistant (Bilingual)

Manulife Wealth; Dorval; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Paid vacation

Training and development

Collaborative team

Job summary

Manulife Wealth Inc. invites a meticulous Administrative Assistant to join our in-office Wealth Management team in Dorval. You will support client-service workflows, maintain documentation, and help ensure regulatory compliance across client files.

The ideal candidate will manage confidential information, coordinate multiple deadlines, and collaborate with advisors to deliver a seamless client experience in both English and French.

Qualifications

• Minimum 2 years of administrative or client-service experience.
• Ability to handle confidential information with discretion.
• Excellent written and verbal communication in English and French.
• Proficiency with Microsoft Office applications.

Responsibilities

• Serve as primary contact for clients and advisors for administrative requests.
• Coordinate onboarding, account documentation, and compliance-support workflows.
• Prepare client correspondence, reports, and meeting materials.
• Schedule meetings, manage calendars, and arrange virtual-meeting logistics.
• Support day-to-day client requests, transfers, and account updates with accuracy and confidentiality.
• Maintain audit-ready client files and CRM documentation.
• Assist with office administration, mail, supplies, and event logistics.

Skills

Bilingual English/French

Strong communication

Detail-oriented

Organizational skills

Independent worker

Tools

Microsoft Office

Job description

Manulife Wealth Inc. invites a meticulous Administrative Assistant to join our in-office Wealth Management team in Dorval. You will support client-service workflows, maintain documentation, and help ensure regulatory compliance across client files.

The ideal candidate will manage confidential information, coordinate multiple deadlines, and collaborate with advisors to deliver a seamless client experience in both English and French.