FATCA & CRS Compliance Specialist

Manulife Insurance Malaysia; Southwestern Ontario; Hybrid; CAD 52,000 - 87,000; Full time

Benefits offered by this job

Health, dental & vision coverage

Disability & life Insurance

Paid time off & statutory leaves

Retirement savings plans

Job summary

Manulife is seeking an FATCA & HRC Analyst to support ongoing administration, monitoring, and execution of FATCA/CRS regulatory requirements. The role collaborates with Compliance, Operations, and Technology to ensure accurate client tax status classifications and timely remediation of reporting exceptions.

The position involves analyzing control reports, assisting with annual reporting readiness, and contributing to automation and process improvements to strengthen controls and improve

Qualifications

• Ability to quickly learn and adapt to new systems, technologies, and business processes.
• Demonstrated ability to identify process improvement opportunities and implement solutions that enhance efficiency, quality, and client outcomes.
• Strong organizational, analytical, and problem-solving skills, with the ability to prioritize competing demands and manage a high-volume workload.
• Consistently meets or exceeds productivity, quality, and service standards while maintaining attention to detail.
• Proven adaptability and resilience in a fast-paced, evolving environment.
• Ability to work independently, exercise sound judgment, and take initiative with minimal supervision.
• Strong relationship-building, communication, and stakeholder management skills that support collaboration across teams.

Responsibilities

• Analyze and action FATCA and CRS control reports on a weekly, monthly, quarterly, and annual basis.
• Perform reviews of change-in-circumstance, status change, and pending-status reports to identify remediation requirements.
• Complete remediation activities for pre-existing account reviews, threshold-based monitoring, and high-risk client requirements.
• Manage client outreach and follow-up activities related to FATCA and CRS self-certifications and supporting documentation.
• Support annual FATCA and CRS reporting readiness activities and regulatory filing requirements.
• Provide guidance and support regarding FATCA and CRS operational requirements.
• Participate in cross-functional discussions related to regulatory changes, testing, and audit activities.
• Identify opportunities to improve efficiency, reduce manual effort, and strengthen controls.
• Participate in automation, digital transformation, and process improvement initiatives.
• Assist in maintaining procedures, playbooks, job aids, and training materials.

Skills

Quick learner

Process improvement

Organization & analytics

Productivity & accuracy

Adaptability

Independent work

Stakeholder management

Education

College diploma or equivalent

Tools

Excel

Power BI

Job description

Manulife is seeking an FATCA & HRC Analyst to support ongoing administration, monitoring, and execution of FATCA/CRS regulatory requirements. The role collaborates with Compliance, Operations, and Technology to ensure accurate client tax status classifications and timely remediation of reporting exceptions.

The position involves analyzing control reports, assisting with annual reporting readiness, and contributing to automation and process improvements to strengthen controls and improve