Operations Specialist

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. 

Working Arrangement

Job Description

The opportunity

The primary responsibilities of the incumbent will be to prepare and execute 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.

Responsibilities

• Ensure Funding and Trading are processed accurately within tight deadline.
• Run 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.

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How will you create impact?

This position will be reporting into the Manager Trust accounting Administration and will support the Global Wealth Asset Management Canada Wealth business. In this role, you will be exposed to various segments of Canadian Wealth Business with diversity and complexity on Manulife’s Investment.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.

• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

• You thrive in teams and enjoy getting things done together.

• You take ownership and build solutions, focusing on what matters. 

• You do what is right, work with integrity and speak up.

• You share your humanity, helping us build a diverse and inclusive work environment for everyone

What we are looking for

• Bachelor’s degree, an asset
• 1-3 years financial services industry experience, an asset
• Attention to details with the ability to …