Hybrid Bilingual Mutual Fund Administrator

Posted 4 weeks ago

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About the role

  • Bilingual Service Associate focused on transaction processing and quality control for Manulife. Contributing to operational improvements and supporting financial transactions for clients.

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
  • Perform quality control checks for routine transaction types
  • Complete daily bulk settlement and payment activities
  • Identify and escalate 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.)

Requirements

  • 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
  • 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
  • Availability for overtime during peak periods (e.g., RSP season)

Benefits

  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short-term disability insurance
  • Long-term disability insurance
  • Life insurance
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans (including pension)
  • Global share ownership plan with employer matching contributions
  • Financial education and counseling resources
  • Paid time off including holidays, vacation, personal, and sick days
  • Full range of statutory leaves of absence

Job title

Bilingual Mutual Fund Administrator

Job type

Experience level

Mid levelSenior

Salary

CA$51,375 - CA$85,625 per year

Degree requirement

Bachelor's Degree

Location requirements

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