FATCA & HRC Analyst

Manulife; Halifax; On-site; CAD 52,000 - 87,000; Full time

Job summary

Manulife is seeking a FATCA & CRS Analyst to support ongoing administration, monitoring, and execution of regulatory requirements across FATCA and CRS. You will ensure accurate client tax classification, remediation of reporting exceptions, and readiness for annual reporting.

The role involves collaboration with Compliance, Operations, and Technology teams to strengthen controls and drive efficiency. The candidate will analyze control reports, manage self-certifications, and contribute to

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

Learning agility

Process improvement

Analytical thinking

Stakeholder management

Independent work

Communication

Adaptability

Education

College diploma

Tools

Excel

Power BI

Job description

The FATCA & HRC Analyst is responsible for supporting the ongoing administration, monitoring, and operational execution of regulatory requirements related to the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS). The role ensures accurate client tax status classification, timely remediation of reporting exceptions, adherence to regulatory controls, and readiness for annual reporting obligations. Working closely with Compliance, Operations, Technology teams, and business partners, the analyst will contribute to a strong control environment while identifying opportunities to streamline processes and improve operational efficiency.

Position 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.

Required 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.

Preferred Qualifications:

• Experience with Excel, Power BI, and a strong aptitude for learning new technologies, automation tools, and digital solutions.

• Proven ability to identify, implement, and support process improvements that enhance efficiency, reduce risk, and improve client outcomes.

• Strong analytical, problem-solving, and decision-making skills with a continuous improvement mindset.

• Ability to work independently, manage competing priorities, and adapt quickly in a dynamic environment.

• Excellent communication, collaboration, and stakeholder management skills.

• Knowledge of FATCA, CRS, and High-Risk Clients is an asset.

• College diploma or equivalent combination of education and relevant work 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.

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.

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The role being advertised is an existing vacancy.

Giới thiệu về Manulife và John Hancock

Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập https://www.manulife.com.vn/ .

Manulife là Nhà sử dụng lao động không phân biệt đối xử

Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng. Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân. Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời, chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ.

Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với [e-mail] .

Referenced Salary Location

CAN, Ontario, Waterloo, 500 King Street North

Working Arrangement

Kết hợp

Salary range is expected to be between

$51,975.00 CAD - $86,625.00 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 [e-mail] 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 [e-mail] 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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .