FATCA & HRC Analyst

Manulife; Montreal (administrative region); Hybrid; CAD 52,000 - 87,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Mental health support

Disability insurance

Life insurance

Retirement plan options

Paid time off

Job summary

Manulife is seeking a FATCA & CRS Analyst to support regulatory requirements, client status classifications, and remediation activities. The role collaborates with Compliance, Operations, and Technology to ensure a strong control environment and efficient processes.

Hybrid work arrangement in Canada is available. The candidate will engage in annual reporting readiness, cross-functional discussions, and ongoing enhancements to controls and documentation.

Qualifications

• Ability to quickly learn and adapt to new systems, technologies, and business processes.
• Identify process improvements and implement solutions that enhance efficiency and quality.
• Strong organizational, analytical, and problem-solving skills with ability to manage high-volume workload.
• Consistently meet productivity, quality, and service standards with attention to detail.
• Able to work independently with minimal supervision and take initiative.
• Strong communication and stakeholder management across teams.

Responsibilities

• Analyze FATCA and CRS control reports on weekly, monthly, quarterly and annual bases.
• Review change-in-circumstance, status changes, and pending-status reports for remediation.
• Complete remediation for existing account reviews and high-risk client requirements.
• Manage client outreach and documentation for FATCA and CRS certifications.
• Support annual FATCA and CRS reporting readiness and regulatory filings.
• Provide guidance on FATCA and CRS operational requirements.
• Participate in cross-functional discussions on regulatory changes and audits.
• Identify efficiency improvements and reduce manual effort; strengthen controls.
• Participate in automation, digital transformation, and process improvements.
• Maintain procedures, playbooks, and training materials.

Skills

Process improvement

Analytical thinking

Problem solving

Organizational skills

Stakeholder management

Independent / initiative

Attention to detail

Education

College diploma

Tools

Excel

Power BI

Automation tools

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.

#LI-HYBRID

The role being advertised is an existing vacancy.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Referenced Salary Location

CAN, Ontario, Waterloo, 500 King Street North

Modalidades de Trabajo

Híbrido

Salary range is expected to be between

$51,975.00 CAD - $86,625.00 CAD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [e-mail] para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con [e-mail] para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

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