Licensed Financial Services Assistant (Hybrid)

John Hancock; Burlington (MA); Hybrid; USD 35,000 - 64,000; Full time

Job summary

Manulife/John Hancock is seeking a Licensed Assistant to support Corporate Advisors with administrative tasks, client service, and account management. The role requires securities licenses (e.g., CIRO-registered) and is ideal for detail-oriented professionals in a fast-paced financial services environment.

You will handle client inquiries, maintain records in CRM, assist with reports and meetings, and help with compliance and documentation.

Qualifications

• Ability to be registered as an Investment Representative with CIRO.
• Undergraduate degree strongly preferred.
• Previous experience in a similar role, preferably within the financial industry.
• Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint).
• Fluent in CRM / SalesForce and PowerBI an asset.
• Exceptional organizational and time management skills.
• Excellent verbal and written communication skills.
• Strong attention to detail and ability to prioritize tasks effectively.
• Proven ability to work in a team environment.
• Discretion and the ability to handle sensitive information with integrity.
• Knowledge of financial terminology and concepts is a plus but not required.
• Ability to build effective partnerships.
• Unwavering curiosity and a passion for learning.

Responsibilities

• Act as the first point of contact for clients, answering questions and addressing service needs.
• Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
• Schedule and coordinate client meetings, preparing necessary documentation and reports.
• Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.
• Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
• Handle incoming correspondence, prioritize, and distribute to the appropriate team members.
• Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.
• Prepare client reports, statements, and presentations for meetings.
• Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards.
• Stay updated on regulatory changes and work with the compliance department to ensure adherence.
• Assist in preparing for audits and regulatory reviews.
• Process account openings, transfers, and updates.
• Handle the submission of trade orders under the direction of the investment advisor.
• Monitor account activities to ensure timely and accurate execution of orders and instructions.
• Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.
• Gather and organize financial data and research for advisor review.
• Support in preparing investment reports and analysis for clients.
• Collaborate with other team members to ensure client needs are met in a timely and professional manner.
• Provide backup assistance to other administrative staff when needed.

Skills

MS Office

CRM / Salesforce

PowerBI

Communication skills

Organizational skills

Time management

Discretion

Attention to detail

Teamwork

Financial terminology knowledge

Education

Undergraduate degree

Tools

Microsoft Office

Salesforce CRM

PowerBI

Job description

Manulife/John Hancock is seeking a Licensed Assistant to support Corporate Advisors with administrative tasks, client service, and account management. The role requires securities licenses (e.g., CIRO-registered) and is ideal for detail-oriented professionals in a fast-paced financial services environment.

You will handle client inquiries, maintain records in CRM, assist with reports and meetings, and help with compliance and documentation.