Bilingual Mutual Fund Account Administrator

The Mutual Fund Operations team provides investors with quality operational services, including the processing of financial and non-financial transactions through trade acceptance, placement and settlement and preparing outbound phone/fax/mail communications to advisors and dealerships. Our strong customer service focus is reflected in our vision: to be an industry service leader by exceeding customer expectations through the strength of our people and technology.

Reporting to the Manager of Mutual Fund Operations, the Bilingual Mutual Fund Account Administrator will be accountable for the processing of Mutual Fund financial and non-financial transactions.

Responsibilities

• Daily processing and reporting for Mutual Fund financial and non-financial transactions

• Communications related to transactions that are not in good order

• Quality control for all routine transaction types

• Daily bulk settlement and payments

• Identify and escalate exceptions

• Support on raised cases as assigned and able to work effectively with business partners and leaders to resolve issues

• Accurately handle increasingly complex client service requests at initial point of contact using multiple administrative systems within the defined service standards

• Identify opportunities and make recommendations to improve operational process and practices.

• Responsible for contributing to a strong collaborative team and building customer working relationships while providing excellent customer service.

• Keep current with company policies, procedures and maintain processing knowledge

• Meet or exceed accuracy and service excellence measures

How will you create impact?

This role is primarily accountable for processing and communications. Progress will be made towards full proficiency and sound business knowledge regarding all complex transaction types within this product line.

Dedication to maintaining the outlined service levels and quality and productivity standards is required and will be used to measure success.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.

• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

• You thrive in teams and enjoy getting things done together.

• You take ownership and build solutions, focusing on what matters.

• You do what is right, work with integrity and speak up.

• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

• Previous successful experience in a Mutual Fund processing role an asset

• Customer obsession mindset

• Commitment to achieving high levels of service excellence and ability to work independently or within a team and with minimal direction

• Strong communications skills (verbal and written) in English and French.

• Analytical and problem-solving skills assuming responsibility and taking ownership until resolution

• Sound knowledge of the Mutual Fund industry, policies, procedures, and concepts - Canadian Investment Funds Operations Course (CIFOC) is an asset

• Organizational/prioritization skills to be able to work in a fast-paced environment and manage change in priorities

• Strong attention to detail

• Ability to work under pressure, prioritize workload and adapt to changing circumstances

• Learn new information quickly and collaborate effectively with internal and external partners

• Excellent written and verbal communications skills, proof reading skills and documentation skills

• Available to work overtime based on seasonality- i.e., RSP season

• Financial services experience is required

What can we offer you?

• A competitive salary and benefits packages.

• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

• A focus on growing your career path with us.

• Flexible work policies and strong work-life balance.

• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture: We lead with our Values every day and bring them to life together.

• Boundless opportunity: We create opportunities to learn and grow at every stage of your career.

• Continuous innovation: We invite you to help redefine the future of financial services.

• Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.

• Championing Corporate Citizenship: We build a business that benets all stakeholders and has a positive social and environmental impact.

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.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs 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.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. 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.

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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.