Wealth Management Administrative Associate (St. Catharines)

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 Perks: - On-site parking - Paid time off - Work from home Work Location: In person Apply on Kit Job: kitjob.ca/job/2pdj7h