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.
Primary 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.
Required Qualifications:
- 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
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] .
Referenced Salary Location
Waterloo, Ontario
Hybrid
Salary range is expected to be between
$59,100.00 CAD - $98,500.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
