This role will be responsible in handling complex cases adminstering an end-to-end process for one or more Investment product line.

This includes making necessary trade corrections or adjustments to the client's account; investigating and closing of escalated cases; generating and completing control reports to monitor day-to-day transactions and reconciling discrepancies as necessary.

Will act as a OIC, Subject Matter Expert and process training resource. Perform projects and adhoc tasks as assigned.

Transaction Processing:

• Accurately handle moderate to complex cases and trade reversal/adjustment utilizing multiple administrative systems within the defined service standard, including but not limited to:

• Regular transaction processing surrounding various requests within RESP and EPL Manulife Mutual Funds

• Identify Not-In-Good-Order and make necessary actions

• Manage and respond to inquiries from various internal and external stakeholders

• Research and handling of Adhoc tasks

• Identify the need for exception and escalate to appropriate resource for approval

• Keep current with Investment policies, procedures and maintain processing knowledge

• Provide support to the team as required, to participate in a regular program of industry specific training and interdepartmental cross training to ensure continuity of service

Escalation Management:

• Ownership of escalated cases and be able to work effectively with business partners and leaders to resolve issues

Project Management

• Identify gaps or errors in the knowledge databases and provide corrections to documentation, procedures etc.

Production Management Support

• Assist the production leader in prioritizing work queues and managing workload

Risk Management

• Assist in process audit walk-thrus and completion of Risk & Control Self-Assessment (RCSA)

• Assist in closing audit findings and Corrective Action Plans on exisitng Archer/Privacy Incidents

Training

• Able to assist associates, analyst in terms of process clarification, queries and primary analysis on escalation

Process Improvement

• Identify opportunities within own domain and make recommendations to improve operational processes and practices

• Assist in the process review and documentation

Bachelor's degree in Business Administration, Finance, Economics or any related course

LOMA, Canadian Securities Certification or CFSI is preferred

At least 4-6 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry

BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams

2-3 years product, systems and processing knowledge on MMF, handling at most ALL worktypes, unless justified

Prior experience with AWD, Ifast and/or Pplus is a must

P/C Microsoft

• Strong communications skills (verbal and written) in English

• Strong Attention to Detail

• Excellent analytical, research and problem solving skills

• Extensive knowledge in Investment Products

• Solid interpersonal skills to interact with, establish relationships with the Business Units.

• Makes decisions in the absence of rules and /or in complex situations

• Strong organizational and time management skills with the ability to be flexible to changing environments

• Ability to work independently and willing to collaborate with other team members

Tentang Manulife dan John Hancock

Manulife Financial Corporation adalah grup layanan keuangan internasional yang membantu memudahkan keputusan dan membuat hidup lebih baik bagi nasabah. Dengan kantor utama kami di Toronto, Kanada, kami beroperasi sebagai Manulife di seluruh kantor kami di Asia, Kanada, dan Eropa, serta utamanya sebagai John Hancock di Amerika Serikat. Kami menyediakan nasihat keuangan, asuransi, serta solusi manajemen kekayaan dan aset untuk individu, grup, dan lembaga. Pada akhir tahun 2022, kami memiliki lebih dari 40.000 karyawan, lebih dari 116.000 agen, dan ribuan mitra distribusi yang melayani lebih dari 34 juta nasabah. Pada akhir tahun 2022, kami memiliki $1,3 triliun (US$1,0 triliun) dalam aset yang dikelola dan administrasi, termasuk total aset yang diinvestasikan sebesar $0,4 triliun (US$0,3 triliun), dan aset bersih dana terpisah sebesar $0,3 triliun (US$0,3 triliun). Kami terdaftar dengan kode ‘MFC’ di bursa efek Toronto, New York, dan Filipina, serta ‘945’ di bursa efek Hong Kong.

Manulife adalah Perusahaan dengan Kesetaraan Kesempatan Kerja

Di Manulife/John Hancock, kita merayakan keragaman. Kita berusaha menarik, mengembangkan, dan mempertahankan tenaga kerja yang sama beragamnya dengan nasabah yang kita layani dan untuk mengembangkan lingkungan kerja inklusif yang menerima kekuatan budaya dan individu. Kita berkomitmen untuk melaksanakan rekrutmen, retensi, peningkatan, dan kompensasi secara adil, dan kita mengatur semua praktik dan program tanpa adanya diskriminasi. Baik itu diskriminasi karena ras, keturunan, tempat asal, warna kulit, asal etnis, kewarganegaraan, agama atau keyakinan agama, kepercayaan, jenis kelamin (termasuk kehamilan dan kondisi terkait kehamilan), orientasi seksual, karakteristik genetika, status veteran, identitas gender, ekspresi gender, usia, status pernikahan, status keluarga, disabilitas, maupun alasan lain yang dilindungi oleh hukum yang berlaku.

Menyediakan akses hubungan kerja yang adil merupakan prioritas utama kita. Seorang perwakilan Human Resources akan bekerja dengan pelamar yang meminta akomodasi yang wajar selama proses lamaran kerja.  Seluruh informasi yang dibagikan selama proses permohonan akomodasi akan disimpan dan digunakan dengan cara yang sesuai dengan hukum dan kebijakan Manulife/John Hancock yang berlaku.  Untuk meminta akomodasi yang wajar selama proses lamaran kerja, silakan hubungi recruitment@manulife.com .

Working Arrangement

Kombinasi