Operations Specialist

Manulife; Montreal; Hybrid; CAD 58,000 - 98,000; Full time

Job summary

A leading international financial services provider in Montreal is seeking a Financial Analyst to support their Canadian Wealth Business. The role involves preparing and executing Funding and Trading activities and assisting with audits. Applicants should have a Bachelor's degree and strong proficiency in Excel. This role offers a hybrid work model and a competitive salary range.

Benefits

Health, dental, mental health benefits

Retirement savings plans

Flexible work environment

Qualifications

• 1-3 years of relevant financial services industry experience.
• Bilingual (French & English) preferred but not required.

Responsibilities

• Ensure Funding and Trading are processed accurately within tight deadlines.
• Participate in all day-to-day Trust Accounting activities / tasks.
• Prepare Daily Management Summary Report for Management Review.

Skills

Proficiency with Microsoft Office, specifically Excel

Attention to details

Strong analytical skills

Customer service focus

Education

Bachelor’s degree in Accounting, Finance or Business Administration

Job description

Overview

This position will be responsible for supporting Global Wealth Asset Management Canada Wealth. In this role, you will be exposed to various segments of Canadian Wealth Business with diversity and complexity on Manulife’s Investment.

The primary responsibilities of the incumbent are to support various Canadian Wealth Business. Daily, the person will be responsible for preparing and executing 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.

Position Responsibilities

• Ensure Funding and Trading are processed accurately within tight deadlines.
• Perform VPA (Funding & Trading System) and validate all input/output files and review the controls.
• Participate in 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 and 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.

Required Qualifications

• Bachelor’s degree in Accounting, Finance or Business Administration with 1-3 years of relevant financial services industry experience.
• Proficiency with Microsoft Office, specifically Excel.

Preferred Qualifications

• Attention to details with the ability to quickly organize, prioritize, and work within a multi-tasks environment.
• Ability to react quickly, adapt to changes and meet tight deadlines.
• Strong analytical and problem-solving skills. Ability to break down an issue, isolate and resolve the problem(s).
• Proficiency with Microsoft Office, specifically Excel.
• Proven task management skills adhering to deadlines.
• Strong customer service focus.
• Should be able to start at 7:00am.
• Bilingual (French & English) preferred but not required. The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions 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-WAM

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.

Equality and Accommodation

Manulife is an Equal Opportunity Employer. We embrace our diversity and strive to attract, develop and retain a workforce that reflects the customers we serve and fosters an inclusive work environment. We are committed to fair recruitment, retention, advancement and compensation, and administer all practices 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. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. To request a reasonable accommodation, contact [e-mail].

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary

Salary range is expected to be between $58,275.00 CAD - $97,125.00 CAD. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Benefits

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 and financial education resources. Our paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. For U.S. applicants, contact [e-mail] for U.S.-specific paid time off information.