Account Support Officer

5 months ago


Waterloo, Canada Manulife Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

**Working Arrangement**

Hybrid

**The opportunity**

Manulife Bank of Canada is Canada’s 8th largest domestic bank, with assets exceeding $23 billion. The Bank is one of Canadian Division’s fastest growing business units, with an expectation of continued significant growth and expansion

Utilizing strong customer services skills this role is accountable to provide accurate and timely responses to our clients on administratively complex Commercial loan products from inception to discharge. In addition, this role supports Account Managers and prepares/processes all Commercial loan transactions and loan documents within our services standards. This role is required to provide coaching and guidance to junior Account Support officers regarding Commercial Loan inquiries/escalations as well as any inquiries regarding Personal Loans.

The Business and Specialized Lending department is currently looking for a dynamic individual to join their team as Account Support Officer.

**Key Accountabilities**:
Set up and administer new loan business, process related financial transactions
- Analyze and interpret various loan documents and transactions and be a point of contact for other ASOs on the team
- Set up, advance and administer new loan business, process related financial transactions for Personal Lenders and Account Managers
- Ensure documents have been received from lawyers/advisors and in good order and follow up on” not in good order” transactions (NIGO)
- Resolve conflicts where possible or refer to Business and Specialized Lending Manager
- Facilitate the smooth set up of new loans on the bank systems
- Maintain accurate records to meet both compliance and audit requirements
- Prepare security documents for Account Mangers on Commercial Loans
- Ensure documents have been received from lawyers/advisors and the documents are good order
- Meet and exceed defined service levels agreements and engage Manager if SLA’s are not met
- Support Senior Resource/Manger in the identification of efficiencies to improve operational effectiveness
- Support Manager as a backup in helping to achieve departmental goals
- Identify training gap opportunities, work flow gaps and bring them to Manager’s attention
- Utilizing AWD this role is responsible for QC audit of Personal Loans
- Take lead on completing missing procedures on KDB
- Primary escalation contact for the team regarding client’s complaints / concerns
- Distribute tasks and conducts workflow management as dictated by departmental volumes and activity
- Support Manager in the identification, implementation and documentation of efficiencies to improve operational effectiveness

**Job Requirement**:

- Successfully demonstrated ability to work in high volume, fast paced environment
- Ability to make decisions and be accountable for those decisions
- Make recommendations on cases escalated to Manager
- Excellent PC skills, including Lotus Notes, Word, Excel, PowerPoint
- Strong knowledge of Security documentation on both Personal and Commercial Lending
- 3 to 5 years of experience regarding credit administration
- Excellent knowledge of Banking policies, procedures and products
- Strong knowledge of Banking industry
- Strong knowledge of banking systems

**Competencies**:

- Superior Customer Service Skills
- Excellent analytical and problem solving skills
- Excellent interpersonal skills
- Superior written and oral communication skills
- Proven Organizational and time management skills
- Excellent attention to detail
- Coaching/mentoring and influencing

**Decision Authorities**:

- Freedom to act within defined guidelines and processes/practices.
- Has the authority to recommend exceptions and coordinate with the advisor/client/internal depts. to customize a workable solution and make recommendations for management consideration
- Has the authority to manage the dept. workflow

**Working Condition**:

- Standard office based job, requires long hours working on a computer and typing.
- Handling difficult and sometimes emotionally charged calls to try to balance the needs of the customer and the needs of the business while maintaining the working relationship.
- Working in a highly sensitive environment handling highly confidential information.
- Managing resources with fluctuating work volumes

**About Manulife and John Hancock**

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives bett


  • Office Manager

    5 months ago


    Waterloo, Canada FabricAir Full time

    We are looking to hire an experienced Office Manager to help keep the team organized and on-track by managing our administrative tasks and maintaining accurate financial records. You will be a great fit if you are highly organized, self-directed and can identify and take initiative when a problem or opportunity is identified. This hybrid role requires your...


  • Waterloo, Canada Air Force 1 Blow Off Systems Inc. Full time

    **Key Responsibilities** Process and confirm new customer orders. Maintain and update customer and vendor records, ensuring all interactions are logged accurately. Reconciling invoices and assisting with some accounting duties. Administrative support to AF1 team members with logistics and accounting. **Your qualifications** Excellent verbal and written...

  • Financial Officer

    5 months ago


    Waterloo, Canada University of Waterloo Full time

    Overview: The Financial Officer is responsible for day-to-day financial administration and supports senior departmental management through the provision of financial reports and analysis as required. The Financial Officer also provides direct support to faculty members to assist with the management of financial components of research activity. The Financial...

  • Financial Officer

    7 months ago


    Waterloo, Canada University of Waterloo Full time

    Overview: The Financial Officer is responsible for the day-to-day administration of financial matters and for the provision of financial reports and analyses that support the effective and efficient management of departmental finances. This includes all operating, research, trust and endowment accounts. The Financial Officer provides accurate and up-to-date...


  • Waterloo, Ontario, Canada beBee Professionals Full time $35,000 - $45,000

    Job SummaryWe are seeking a highly organized and detail-oriented Office/Administrative Assistant to support our office operations in Waterloo. As a key member of our team, you will be responsible for ensuring the smooth day-to-day functioning of our office.Key ResponsibilitiesProvide administrative support to our team, including answering phone calls,...

  • Accounting Clerk

    4 weeks ago


    Waterloo, Ontario, Canada Canada Inc. Full time

    Job SummaryWe are seeking a highly skilled Accounting Clerk to join our team at Canada Inc. The successful candidate will be responsible for performing various accounting tasks, including preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining financial records.Key ResponsibilitiesCalculate and prepare cheques for...

  • Accounting Clerk

    4 weeks ago


    Waterloo, Ontario, Canada Canada Inc. Full time

    Job SummaryWe are seeking a highly skilled Accounting Clerk to join our team at Canada Inc. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesCalculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep...

  • Accounting Assistant

    3 months ago


    Waterloo, Canada Athletica Sport Systems Full time

    Reporting to the Chief Financial Officer and working in our Waterloo office, the Accounting Assistant is a key contributor role without direct reports. The Accounting Assistant will be responsible for managing financial reporting work flows and assisting the CFO. Specific responsibility for accounts receivable, cash and cost control management...

  • Head of Accounting

    5 months ago


    Waterloo, Canada Airbus Full time

    **Job Summary**: NAVBLUE, an Airbus Company, is currently seeking a Head of Accounting to join our global team. Reporting to the Chief Financial Officer, the Head of Accounting is responsible for general ledger accounting, taxation and internal control for 4 legal entities in Canada, US, Sweden and UK and supervises accounts payable and payroll for the same...

  • Head of Accounting

    5 months ago


    Waterloo, Canada NAVBLUE Full time

    FunctionFinance - Location- Waterloo, Ontario - Reference- Contract typePermanent - Working timeFull Time **Job Summary**: NAVBLUE, an Airbus Company, is currently seeking a Head of Accounting to join our global team. Reporting to the Chief Financial Officer, the Head of Accounting is responsible for general ledger accounting, taxation and internal control...

  • Office Administrator

    5 months ago


    Waterloo, Canada Crystal Clear Water Centres Full time

    _**Crystal Clear Water Centres is a leading provider of water treatment and purification equipment in the Tri-City area since 1985. **_ We are currently seeking a part-time Office Administrator. This individual must be able to multi-task, do a variety of job functions throughout the day and be comfortable working in a small office environment. Reporting...

  • Accounting Assistant

    5 months ago


    Waterloo, Canada University of Waterloo Full time

    Overview: **Responsibilities**: Accounts Receivable - Process WUSA invoicing data, including updating/maintaining the customer database - Investigate and respond to customer inquiries regarding invoicing and collection activities - Record cheque and EFT payments made directly to WUSA - Investigate appropriate posting allocations for payments that arrive...

  • Accounting Assistant

    5 months ago


    Waterloo, Canada ADVANCE CONSTRUCTION EQUIPMENT LIMITED Full time

    We are looking for an Accounting Assistant / Accounts Payable position. The right canditate will be responsible for day-to-day accounting, including account reconciliations. This is an exciting opportunity for an individual to both improve upon current processes as well as create new processes and reporting for the business. **What You'll be...

  • Accounting Clerk

    4 weeks ago


    Waterloo, Ontario, Canada Canada Inc. Full time

    Job SummaryWe are seeking a highly skilled Accounting Bookkeeper to join our team at Canada Inc. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesCalculate and prepare cheques for payrollCalculate fixed assets and...


  • Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...


  • Waterloo, Canada Karis Disability Services Full time

    Make a significant impact in the lives of people with developmental disabilities by joining Canada's largest Developmental Disabilities service provider. Calling all change-makers, innovators, advocates and accounting professionals to consider this opportunity! **Permanent, Full Time** **Accounting Specialist** **40 hours/week** **Waterloo Office** The...


  • Waterloo, Ontario, Canada ONTARIO INC. Full time

    Join ONTARIO INC. and become an integral part of our dynamic team as an Office Administrative Assistant.The ideal candidate will possess excellent communication skills, be highly organized, and have a keen eye for detail.About the RoleThis is a permanent full-time position offering 30 to 40 hours of work per week. The successful candidate will receive a...

  • Accounting Clerk

    3 weeks ago


    Waterloo, Ontario, Canada Canada Inc. Full time

    Job Title: Accounting ClerkJob Summary: We are seeking a detail-oriented and organized Accounting Clerk to join our team at Canada Inc. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and performing various accounting tasks.Key Responsibilities:Calculate and prepare cheques for...


  • Waterloo, Ontario, Canada ONTARIO INC. Full time

    Job Title:Office Support ProfessionalAbout the Role:We are seeking a highly organized and detail-oriented Office Support Professional to join our team at Ontario Inc. in a permanent position.Key Responsibilities:Schedule and confirm appointments, ensuring seamless coordination of meetings and events.Manage contracts, maintaining accurate records and timely...


  • Waterloo, Canada Definity Financial Corporation Full time

    Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace...