Unclaimed Property Analyst

Unclaimed Property (UCP) Analyst The Unclaimed Property (UCP) Analyst provides a unique opportunity to lead the operational integrity of Manulife’s Unclaimed Property Program and influence how we protect client entitlements across Canada. By managing reconciliation, due diligence requirements, and financial controls, the UCP Analyst directly supports our mission to operate responsibly, transparently, and in full compliance with provincial regulations. The Analyst works closely with diverse business partners, offering expert guidance on UCP requirements and ensuring our processes align with the General Ledger. Through this role, the analyst will gain specialized regulatory knowledge, exposure to senior stakeholders, and hands‑on experience strengthening enterprise‑wide financial controls. Position Responsibilities Analyze and resolve UCP financial outages by identifying unreconciled items, assessing risk, and influencing corrective actions across regulated and non‑regulated provinces. Ensure adherence to UCP and financial controls, including KRAs, corrective action plans, policies, standards, and provincial legislative requirements. Develop, maintain, and communicate monthly UCP reporting metrics on inventory control, risks, and progress to senior management. Strengthen UCP processes and governance through best‑practice development, quality assurance reviews, and oversight of due diligence guidelines and claim‑related escalations. Lead meetings, business initiatives, and cross‑functional discussions to provide guidance, propose solutions, and prevent financial or repository discrepancies. Collaborate and build strong partnerships with Operations, Audit, Finance, Compliance, Privacy, IT, and other internal collaborators to support strategic and operational alignment. Identify and address complex operational, financial, or workflow issues, supporting the design of improved procedures, reporting tools, or technologies; and manage inquiries from analysts and business partners on UCP matters. Key Challenges Driving awareness and prioritization of Unclaimed Property requirements within business divisions where resources are limited, using strong collaboration and influencing skills to ensure BU representatives understand the importance of these programs. Working across multiple diverse functions—including Compliance, Operations, and the Repository Support team—to interpret legislative requirements, dormancy rules, and financial obligations, ensuring they are met accurately and on time. Translating standards and policies into clear, actionable guidance that encourages business units to adopt, implement, and adhere to new UCP standards and guidelines. Managing elevated responsibility and risk exposure, particularly related to privacy (PIPEDA), requiring strict confidentiality and a consistent focus on protecting client information and maintaining integrity. Required Qualifications Sound understanding of control and risk principles, or education in accounting/finance or equivalent experience. Strong relationship‑building, communication, and influencing skills, with the ability to work effectively across diverse teams, cultures, and geographic areas. Highly self‑directed and organized, demonstrating initiative, strong time‑management skills, and the ability to manage multiple tight deadlines under pressure. Advanced analytical and financial skill, with a solid understanding of business processes, workflows, and the ability to resolve financial discrepancies and determine escalation needs. Proven project management and leadership capabilities, including leading meetings, driving decision‑making, and guiding partners through complex financial or operational issues. Strong customer service and problem‑resolution skills related to Unclaimed Property processes and financial inventory controls. Robust technical proficiency, including Excel, Word, Salesforce, AWD, Infor, and the Unclaimed Property repository. Preferred Qualifications Experience in Unclaimed Property, Risk, or Compliance within financial services. Proven financial reconciliations/reporting background with strong documentation and variance analysis. Advanced Excel skills and an analytical, finance‑first perspective. 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 關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en。 宏利是平等機會僱主 在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。 我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 recruitment@manulife.com。 Referenced Salary Location Waterloo, Ontario Working Arrangement 混合式 Salary range is expected to be between $70,500.00 CAD - $117,500.00 CAD 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. #J-18808-Ljbffr