Sales Support Associate
Manulife — 3 Locations
Posted 2026-08-18
The Business Initiatives Coordinator is a key support role for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Business Initiatives Coordinator is responsible for supporting the mass market sales teams, including Transition Solutions, by assisting with administrative duties, client facing interactions (phone calls and/or emails) and tasks that an advisor would support without the responsibility of providing advice, processing of transactions or direction to clients. The Business Initiatives Coordinator will work closely with other key stakeholder teams and direct members, as they manage activities related to their assigned work, while ensuring the advisor is kept in the loop, allowing the sales teams to focus on their primary sales duties. 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 an