Transfers Administrator

Transfers Administrator

Manulife (International) Limited - Selen Chan
Not Specified
Not Specified

Job Description


Are you looking for unlimited opportunities to develop and succeed With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
The Opportunity
The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Transfers Administrator with the resources to solve critical problems for the future of our business, which is why we need you.
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 mindset 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
We are looking for someone with:
  • Bachelor's Degree
  • Graduate of Finance, Accountancy, or Business related course
  • Background in financial industry is preferred
  • Knowledge of MS Office applications (Word, Excel)
  • Computer literate - booting and shutting down computer, using mouse and keyboard
  • Keyboarding skills
    • At least 30 words per minute
    • At least 90% typing accuracy
  • Mathematical aptitude

Nice to Haves:
  • Good communication skills written and oral fluent in English (will be assessed)
  • Efficient and accurate data entry abilities can process transactions with utmost accuracy
  • Team oriented, positive, and able to cope with stress
  • Adaptable and analytical, problem solving and mathematical skills are key
  • With keen attention to detail and a fast learner

Minimum Skills Requirements to Go-live:
  • Knowledge of client and end-user requirements
  • Knowledge of Manulife Securities - Transfers processes
  • Knowledge of metrics and targets

Tools Specific Knowledge:
  • AWD
  • Dataphile
  • Lotus Notes
  • MS Office Applications
  • Fundserv
  • Repsource/Wealth Guide
  • Issuetrak

Product Specific Knowledge:
  • Knowledge of investment, dealership and Manulife Securities products
  • Knowledge on the rules and regulations of dealership and Manulife Securities as well as securities regulations

Process Specific Knowledge:
  • Able to identify the complex and non-complex Transfers transactions
  • Knowledge of Manulife Securities processes
  • Report generation
  • BU and MBPS Compliance
  • Good understanding of Service Level Agreement

Internal Eligibility requirements:
  • Open to all Manulife Securities associates with one year tenure in their current position
  • Must meet the qualifications of the position
  • Must have consistently met job expectations and pass all performance metrics in the current unit for the last six months
  • Should not have any attendance issues or any disciplinary action within the last year

On the job you will:
  • Deposit cheque requests.
  • Process all incoming Power of Attorney in a timely manner, and all new transfer requests.
  • Process manual internal and external transfers (in and out) within industry standard time lines. Confirm documents are in order prior to processing. Follow-up with other departments or financial institutions as necessary until transfers are complete.
  • Process ATON - eligible transfers (In and Out) within industry standard time lines. Confirm documents are in order prior to processing. Follow-up with other departments or financial institutions as necessary until transfers are complete.
  • Perform quality checking for QC eligible worktypes (TSFR-TEMP and TSFINCQ).
  • Such other duties and functions as assigned by Operations Management.

Our commitment to you
.Our mission to be a part of making Decisions Easier and Lives Better
.A leadership team dedicated to your growth and success
.A bold ambition and set of goals to be a leader in driving transformation in our industry
.Our best. Every day.
Learn more about opportunities with us at jobs.manulife.com
If you are ready to unleash your potential, it's time to start your career with Manulife/John Hancock.
About Manulife
About Manulife Manulife Financial Corporation is a leading international financial services provider that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and our global wealth and asset management segment, Manulife Investment Management, serves individuals, institutions and retirement plan members worldwide. At the end of 2020, we had more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of March 31, 2021, we had CAD$1.3 trillion (US$1.0 trillion) in assets under management and administration, and in the previous 12 months we made $31.3 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as MFC on the Toronto, New York, and the Philippine stock exchanges and under 945 in Hong Kong.
Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

Job Details

Employment Types:

Function:

IT

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of March 31, 2020, we had $1.2 trillion (US$0.8 trillion) in assets under management and administration, and in the previous 12 months we made $30.4 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong. Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

Job Source : jobs.manulife.com

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