Business Initiatives Coordinator
Manulife
**Position 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
**Required Qualifications:**
+ Post-Secondary education in finance, business or related discipline
+ Minimum 2 years of client facing and/or customer service experience
**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.
**When you join our team:**
+ We’ll empower you to learn and grow the career you want.
+ We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we’ll support you in shaping the future you want to see.
\#LI-WAM
**マニュライフとジョン・ハンコックについて**
マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ lをご覧ください。
**マニュライフは機会均等を是とする雇用主です**
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.com までご連絡をお願いします。
**Primary Location**
Montreal, Quebec
**Working Arrangement**
ハイブリッド勤務
**Salary range is expected to be between**
$44,775.00 CAD - $74,625.00 CAD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.
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