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Bilingual Mutual Fund Administrator
4 weeks ago
The Mutual Fund Operations team ensures accurate and timely processing of financial and non-financial transactions, supporting advisors and dealerships with exceptional service. As a Bilingual Service Associate, you will focus on transaction processing, related communications, and quality control while assisting with settlement activities and reporting. Over time, you’ll build proficiency in handling complex transactions and contribute to operational improvements. Success is measured by meeting service levels, accuracy, and productivity standards.
Position Responsibilities
- Process and report on mutual fund financial and non-financial transactions
- Communicate with advisors and dealerships regarding transactions that are not in good order via fax communication or making a phone call
- Perform quality control checks for routine transaction types
- Complete daily bulk settlement and payment activities
- Identify and escape exceptions promptly
- Support resolution of escalated cases in collaboration with business partners
- Handle increasingly complex client service requests within defined service standards
- Recommend improvements to operational processes and practices
- Contribute to a collaborative team environment and maintain strong customer relationships
- Provide support for control-related activities (e.g., Unclaimed Property, Locked-in reporting, Short-Term Trading etc.)
- Stay current with policies, procedures, and processing requirements
- Meet or exceed accuracy and service excellence targets
Required Qualifications
- Financial services experience
- Strong customer service mindset
- Ability to work independently and within a team with minimal supervision
- Analytical and problem-solving skills with a focus on ownership and resolution
- Bilingual (French & English) is required – The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec
Preferred Qualifications
- Previous experience in mutual fund processing is an asset
- Knowledge of mutual fund industry policies and procedures is an asset
- Strong organizational and prioritization skills in a fast-paced environment
- High attention to detail and ability to adapt to changing priorities
- Quick learner with strong collaboration skills
- Proficient in documentation and proofreading
- Availability for overtime during peak periods (e.g., RSP season)
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.
マニュライフとジョン・ハンコックについて
マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは https://www.manulife.co.jp/lをご覧ください。
マニュライフは機会均等を是とする雇用主です
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、recruitment@manulife.comまでご連絡をお願いします。
Referenced Salary Location
Montreal, Quebec
Working Arrangement
ハイブリッド勤務
Salary range is expected to be between
$51,375.00 CAD - $85,625.00 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.
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