Business Initiatives Coordinator
| Company | Manulife |
|---|---|
| Location | Montreal, QC, Canada, Toronto, ON, Canada, Kitchener, ON, Canada |
| Salary | $44775 – $74625 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Post-Secondary education in finance, business or related discipline
- Minimum 2 years of client facing and/or customer service experience
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
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.