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Manulife

Executive Assistant

Posted 13 Days Ago
Be an Early Applicant
In-Office
2 Locations
Junior
In-Office
2 Locations
Junior
The Executive Assistant provides specialized administrative support to Regional Sales Teams, manages schedules, coordinates events, and ensures compliance with policies and procedures.
The summary above was generated by AI

To be successful in this role, the incumbent would provide specialized administrative services while performing further complex specialized administrative work in order to meet quality and service standards.

The incumbent will be a key resource person for two Regional Sales Teams (Central & Eastern Canada). They will provide high-level sales support to the Regional Sales Teams to help them meet regional objectives. They will also act as the primary liaison between Head Office, the Sales Team and intermediaries. Develops and maintains high levels of knowledge of relevant systems, legislation and products. May participate in the coordination of daily activities.

Position Responsibilities:

Provide administrative support for the two Regional Vice-Presidents (RVPs) and Team Member

  • Reporting requests (preparation of reporting spreadsheets) and non-standard reporting requests

  • Help create reports with the use of Salesforce.

  • Prepare and submit expense reports on Concur, reviewing AMEX change bills to ensure compliance with policies

  • Review expense budgets for other teams and report any discrepancies

  • Coordinate travel arrangements

  • Preparation of correspondence and presentation material (including Powerpoint slides)

  • RVP calendar management

  • Provide RVPs with vital information for meetings - reporting and other relevant documents as required Eyes and ears for RVPs while RVPs are out of the office

  • Anticipate issues and initiate appropriate actions, providing recommendations to ensure most effective use of RVP’s time

Handle Regional Events

  • Organizes and coordinates roadshows (book venues, organize marketing materials, track email invites, arrange travel schedules with PM’s)

  • Handles PM access - submits all requests to SLI for approval, works with sales team to fill agendas and coordinates travel.

  • Support and coordinate Regional Team Meetings

  • Organize client events - create invites for local events and acquire marketing approval

Work with the Management Team (RVPs & Sales Manager) on key initiatives

  • Acts as liaison for region and key head office departments (marketing, CS, product, compliance, SLI, HR)

  • Attend all SC/IC meetings and produce meeting minutes as required

  • Set up, prepare and maintain confidential files and reports

  • New hire preparation – coordination of new hire training, creation of new hire binder and coordination of computer access requests and relevant equipment. Train new hires on compliance policies, anti-bribery.

  • Submits all requests for co-op and charitable donations. Educates SSA’s on policies.

  • Assists in scheduling candidate interviews

  • Produces draft of Quarterly Business Plans for RVP to approve

  • Identifies and reports weaknesses and applies controls to mitigate financial and operational risks. Ensures compliance with regulatory requirements and internal policies.

  • Stays ahead of new and revised technical, administrative and product changes and processes as well as changes within the industry that affect the line of business.

General Day to Day Activities

  • Manage and update internal contact and organizational charts

  • Request cheque requisitions from Treasury department for invoices received

  • Vacation calendar tracking for region (updates RVP’s calendar)

  • Daily calendar management for the RVP/Sales Region

  • Requests for special supplies

Required Qualifications:

  • 2+ years of related administrative assistant experience preferred.

  • Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Excel, Word).

  • Excellent meeting planning and interpersonal skills (planning, coordination, priority setting, task management and follow through)

  • Validated ability to manage complex calendars, travel arrangements.

  • Excellent written and verbal communication skills, with strong attention to detail.

  • Ability to work independently, anticipate needs, and exercise good judgment.

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.

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 [email protected].

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$47,250.00 CAD - $78,750.00 CAD

If you are applying for this role outside of the primary location, please contact [email protected] 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 [email protected] for more information about U.S.-specific paid time off provisions.

Top Skills

Concur
Microsoft Office Suite
Salesforce

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