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

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 recruitment@manulife.com .

Working Arrangement

Hybrid