Branch Administrator

The opportunity

Manulife Wealth is a leading provider of wealth and insurance solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an Investment Dealer, a Mutual Funds Dealer and an Insurance MGA (Manulife Wealth Insurance Services Inc.). Through these three firms, we work with over 1,000 of Manulife Wealth's most closely aligned independent advisors from across Canada.

Reporting to the Senior Manager of Advisory Business Services, the Branch Administrator is responsible for the day-to-day administrative and operational duties required to support Branch advisors in our Waterloo location. The role is required to be an onsite presence.

***************This role is a full time in office role*********************

Key Accountabilities:

This role provides reception and administrative support to the Branch Office at 1 Blue Springs Drive, Waterloo, Ontario. This position requires excellent customer service skills, professionalism, and the ability to create strong working relationships with advisors.

Administrative Support for Branch Office (75%)

• Act as Receptionist/greets all visitors and callers.

• Answer, screen and forward any incoming phone calls while providing basic information when needed.

• Receive and sort daily mail/deliveries/couriers.

• Monitor and manage Building Engines website for tenant work orders.

• Assist with maintaining filing system

• Maintain site facilities, including ordering office and kitchen supplies and refreshments

• Co-ordinate on-site presentations with partners and other social events

• Maintain contact with Building property services

• Established office procedures and documented processes to promote efficiencies in the future

• Maintain the office A/P invoices ensuring prompt payments are made

• Office management (physical filing system, supplies, mail, office equipment, etc.)

• Maintain online emergency communications database.

• Onboarding new advisor (workstation, security, telephone, parking)

• Handle client cheque deposits for branch advisors (maintain log of deposits for compliance)

Administrative Support for Advisors (25%)

• Ad hoc support for basic administrative tasks for advisor teams.

• Keeping apprised of changes and communication within the company to provide an effective network of current information.

• Supporting advisor teams with any changes/updates to processes.

Requirements:

• College education preferred.

• Excellent telephone manner and customer service skills.

• Minimum two years of administrative experience, preferably in a property management or real estate environment.
  

Key responsibilities:

• Highly organized and able to work in a busy office environment.

• Strong communication skills - verbal and written.

• Proficient in Microsoft Office

• Team player with a positive attitude.

• Handling and paying various expenses of branch and executing process to charge back advisors.

• Daily banking for advisors.

• Managing laptops and technology with third party vendor.

• Responsible for day-to-day cleanliness of the entire branch (ex: loading and emptying dishwasher, watering plants, etc.).

• Co-ordination of a weekly external visitor list and liaising with Security.

• Strong interpersonal and diplomacy skills with a high comfort level in dealing with advisors and clients

• Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests.

• Strong ability to multitask as priorities may shift day to day.

• Attention to detail, takes initiative, strong organization skills.

• Strong written and verbal communication skills a must.

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 aremore than just words.
• As part of our global team, we’ll support you in shaping the future you want to see

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary range is expected to be between

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.