Licensed Assistant
Manulife•Toronto, ON
•$55,125 - $91,875•Hybrid
About The Position
The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME…) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment.
Requirements
- Relevant securities licenses (e.g., CSC, CPH, WME…)
- 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
- Ability to build effective partnerships.
- Unwavering curiosity and a passion for learning
Nice To Haves
- Undergraduate degree strongly preferred
- Previous experience in a similar role, preferably within the financial industry.
- Knowledge of financial terminology and concepts is a plus but not required.
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.
Benefits
- health
- dental
- mental health
- vision
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- holidays
- vacation
- personal
- sick days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
