Operations Senior Associate

Job Description:

The Operations Senior Associate is responsible for processing complex customer requests. The Associate will be supporting multiple teams within Operations; including Nominee Estate settlement, Account information Maintenance (AIM), Transfers, Unclaimed Property and Specialty Programs. The candidate will need to be flexible to cover vacation and sick time as required within the teams.

Job Responsibilities:

• Processing, approving or Quality checking cash management entries
• Processing account documentation
• Processing Nominee Estate settlements
• Processing fee-based program entries
• Regulatory reporting for Unclaimed Property
• Approving or initiating client payments.
• Journal Entry Processing
• Quality checking work completed by other co-workers
• Department email and Issuetrak review

Job Requirements:

• Bachelor’s Degree/College Diploma
• IFIC Operations Course an asset
• Minimum of 1 year experience working with a mutual fund/dealer back office preferred
• Previous data entry experience or previous banking experience desired

Job Details:

Company: Manulife

Vacancy Type: Full Time

Job Location: Kitchener, ON, CA

Application Deadline: N/A

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