St. Catharines On Wealth management administrative associate Jobs – 1 Openings This Week

Wealth Management Administrative Associate
Manulife Wealth Inc. —St. Catharines, ON
- $60,000–$85,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Paid time off
- Work from home
Quick apply

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Wealth Management Administrative Associate

Manulife Wealth Inc. -
St. Catharines, ON

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Job details

Permanent | Full-time
$60,000–$85,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Power BI
Microsoft Excel
Microsoft Outlook
Salesforce
Filing
Microsoft Office
Bachelor's
Financial services
CSC
Communication skills
Time management

Full job description

About the Role

Join the Manulife Wealth team and play a key role in supporting advisors through client service, account management, and administrative excellence. If you are detail-oriented, highly organized, and thrive in a fast-paced financial services environment, we want to hear from you.

Key Accountabilities

Client Support

Act as the first point of contact for clients, answering questions and addressing service needs
Assist with account maintenance: updating client information, processing requests, executing transactions
Schedule and coordinate client meetings, preparing necessary documentation and reports
Respond promptly to client inquiries via phone, email, or in-person

Administrative Tasks

Manage the advisor's calendar including client appointments and conference calls
Handle and prioritize incoming correspondence, distributing to appropriate team members
Maintain accurate client records in CRM systems in compliance with regulatory requirements
Prepare client reports, statements, and presentations for meetings

Compliance & Documentation

Ensure all documentation is properly filled out, signed, and filed to regulatory standards
Stay updated on regulatory changes and work with compliance to ensure adherence
Assist in preparing for audits and regulatory reviews

Account Management

Process account openings, transfers, NAAFs, and updates
Handle trade order submissions under the direction of the Investment Advisor
Monitor account activities for timely and accurate execution (EFT, cheque requests, PAC/SWP setup)
In-kind and in-cash transfers; add client banking information to systems

Financial Planning Support

Support the advisor in developing financial plans, portfolio reviews, and investment proposals
Gather and organize financial data and research for advisor review
Prepare investment reports and analysis for clients

Office & Operational Support

Maintain daily filing, shred personal information, send branch correspondence
Track and maintain petty cash; process bank deposits
Oversee office inventory, supplies, and mail/courier distribution
Schedule and coordinate Lunch & Learns for the branch

Qualifications & Requirements

Education & Licensing

Undergraduate degree strongly preferred
Completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) — required
Current registration as an Investment Representative (IR) is an asset
Minimum 1.5–3 years of experience in a similar financial services role

Skills & Competencies

Expert proficiency in Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint)
CRM / Salesforce and Power BI experience is an asset
Strong knowledge of investment products, compliance rules, and trade processing
Exceptional organizational and time management skills
Excellent verbal and written communication skills
Discretion and integrity when handling sensitive client information
Proven ability to work collaboratively in a team environment
Familiar with Fidelity Clearing Canada – Unified, U-Direct, U-Open, etc.

Pay: $60,000.00-$85,000.00 per year

Benefits:

On-site parking
Paid time off
Work from home

Work Location: In person

Quick apply

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