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Advisor Support Specialist at Manulife - ApplyBlast

Advisor Support Specialist

Manulife

3 months ago

3.9 on Glassdoor

Hybrid

Full Time

Medior

0 applicants

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About this role

The Advisor Support Specialist supports onboarding, underwriting, and ongoing administration of retirement plan cases and financial advisor records, ensuring compliance with John Hancock guidelines and regulatory requirements. The role reviews documentation, identifies discrepancies, manages escalations, and builds relationships with internal and external partners to resolve issues and maintain accurate records.

Responsibilities

Support onboarding and underwriting of new retirement plan cases
Review and validate new case submissions for documentation compliance
Analyze plan specifications and pricing details to identify discrepancies
Identify compliance risks and recommend solutions or escalations
Build and maintain relationships with internal and external partners

Skills

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.