MANULIFE Hiring for Administrative Assistant/Investment Associate (IIROC) Job at Oakville Full Time

About us

Manulife Securities in an investment firm.

Financial Advisor looking for help with administration / staying organized with his clients.

Responsibilities include:
-completing / submitting paperwork
-following up on paperwork after long delays
-submitting TARI (Transfer requests) + necessary follow ups
-client interaction: phone, email, video (ZOOM)
-updating client database
-light servicing
-digital filing of documents (PDFs)
-help managing Social Media accounts

There is room for growth if you wish help/mentorship to develop into a Financial Advisor (or Associate).

Job Types: Full-time, Permanent

Salary: $40,000.00-$50,000.00 per year

Additional pay:

• Bonus pay

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No weekends

Education:

• Secondary School (preferred)

Experience:

• administrative assistant (in the investment industry): 1 year (preferred)
• working in the Investment Industry: 1 year (required)

Language:

• French (required)

Licence/Certification:

• IIROC (preferred)
• LLQP (Life Insurance License) (preferred)

Work remotely:

• Yes