Description:
Administrative Duties
- Maintain and update information on Salesforce as required
- Run all Resource changes, questions and access
- Process invoices, cheque requests etc
- Handle promotional items as required
- Handle all incoming and outgoing mail and courier needs
- Prepare material required for meetings
- Book travel as requested
- Recognition mailings as required
- Expense reports
- Print presentations
- Send presentations in for CE accreditation
- Handle supplies for office
- Handle office cleanliness and general condition including meeting preparation and clean up as required
Sales and Marketing Support
- Lead all aspects of the CE credit process from submission to delivery
- Support, report and supervise promotional campaigns
- Fill any requests for marketing material and sales aids including occasional advisor requests
- Send routine email communications to groups as defined by the Retail accounts sales team
- Create mailing groups ( ie: in Genius) that target market segments to expose and promote Manulife
- Quarterback Webex training sessions
- Prepare and send all Welcome kits where applicable
- Act as support and liaison to head office as required (exceptional circumstances)