Operations Analyst, Fund Operations
About The Position
This position will be responsible for supporting Global Wealth Asset Management Canada Wealth. In this role, you will be exposed to various segments of Canadian Wealth Business with diversity and complexity on Manulife’s Investment. The primary responsibilities of the incumbent are to support various Canadian Wealth Business. Daily, the person will be responsible for preparing and executing all Canadian Wealth Business Funding and Trading accurately and timely with our Custodians and Investment Manager. The person will also participate into Fund Initiatives, supporting internal and external audits as well as being responsible for cash movements related to our Canadian Retirement Stock business.
Requirements
- Bachelor’s degree in Accounting, Finance or Business Administration with 1-3 years of relevant financial services industry experience.
- Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.
- Attention to details with the ability to quickly organize, prioritize, and work within a multi-tasks environment.
- Ability to react quickly, adapt to changes and meet tight deadlines.
- Strong analytical and problem-solving skills.
- Ability to break down an issue, isolate and resolve the problem(s).
- Proficiency with Microsoft Office, specifically Excel.
- Proven task management skills adhering to deadlines.
- Strong customer service focus
- Should be able to start at 7:00am
Responsibilities
- Ensure Funding and Trading are processed accurately within tight deadlines.
- Perform VPA (Funding & Trading System) and validate all input/output files and review the controls.
- Participate to All day-to- day Trust Accounting activities / tasks.
- Evaluate and process adjustments required on Trade and Cash Movement.
- Prepare Daily Management Summary Report for Management Review.
- Monitor activities on Non-Standing Orders / Special Funds
- Answer emails in a timely manner & communicate with other departments within Manulife and Outside.
- Prepare Daily Stock cash movement and communicate activities with various stakeholders.
- Assist in Audit as Required.
- Ability to work independently and as a team with a customer focus.
- Additional duties as assigned.
Benefits
- health
- dental
- mental health
- vision
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- holidays
- vacation
- personal
- sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
