Investment Operations Associate

Investment Operations Associate

The Manufacturers Life Insurance Co (Phils) Inc( Manulife Philippines )
1-2 years
Not Specified

Job Description


Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you.
Job Description
Key Accountabilities:
  • Process returned PACs and SWPs, internal transfer requests, including de-registrations.
  • Accommodate unlocking requests, government form requests, all routine and some complex transactions, performing quality control or communicating on semi-complex administrative cases for most applicable products on most applicable systems.
  • Maintains accurate records of transactions in order to interact effectively with distribution channels and/or clients.
  • Identifies and solves most basic and some complex problems based on an understanding of the customer's needs, using investigation and established guidelines. Recognizes the need to reed to escalate complex problems.
  • Prioritizes departmental work to accommodate fluctuating or unplanned work.
  • Understands the implications of action or inaction and makes appropriate decisions on semi- complex issues.
  • Act as a resource to Advisor Services.
  • Participate in team meetings and training when required.
  • Communicate with Internal and external partners with an ability to resolve outstanding items.
  • Act as a departmental Subject Matter Expert.
  • Assisting peers with non-routine trading issues and the execution of more complex transactions.
  • Proposes changes to internal and Wealth Guide articles.
  • Communicate with Financial Advisors and/or Assistants when necessary regarding processing delays, or other issues that may arise.

Transaction Processing:
Accurately handle client service requests at initial point of contact utilizing multiple administrative systems within the defined service standard, including but not limited to:
  • Indexing of Forms and forwarding to appropriate area of processing
    Policy Maintenance (account setup, account changes, financial transactions money in/out, Transfers
  • Identify Not-In-Good-Order and make necessary actions through written correspondence
  • Identify the need for exception and escalate to appropriate resource for approval
  • Keep current with Investment policies, procedures and maintain processing knowledge
  • Provide support to the team as required, to participate in a regular program of industry specific training and interdepartmental cross training to ensure continuity of service
  • Handle non-routine client data updates

Escalation Management:
  • Ownership of escalated cases and be able to work effectively with business partners and leaders to resolve issues

Project Management
  • Identify gaps or errors in the knowledge databases and provide corrections to documentation, procedures etc.

Production Management Support
  • Assist the production leader in prioritizing work queues and managing workload

Risk Management
  • Assist in process audit walkthroughs and completion of Risk & Control Self-Assessment (RCSA)
  • Assist in closing audit findings and Corrective Action Plans on existing Archer/Privacy Incidents

Training
  • Able to assist associates, analyst in terms of process clarification, queries and primary analysis on escalation

Process Improvement
  • Identify opportunities within own domain and make recommendations to improve operational processes and practices
  • Assist in the process review and documentation

Minimum Skills Requirement to Hire:
Qualifications:
  • Bachelor's degree in Business Administration, Finance, Economics or any related course
  • Open for Fresh Graduates or with 1 -2 year/s relevant professional experience preferably in Investment/Wealth, Securities specializing in either Securities or similar industry BPO/Shared Services
  • LOMA, CSC and other Securities and Investment certification is a plus but not required

Technical Skills:
  • Proficient in MS Office Suite, Outlook and Teams
  • Preferably with experience in Mainframe and/or Form based applications (IBM, Broadridge)
  • Typing skills
    • At least 30 words per minute
    • At least 90% typing accuracy

Core Competencies:
  • Strong communications skills (verbal and written) in English
  • Strong Attention to Detail
  • Equipped with analytical, research and problem-solving skills
  • Comprehensive knowledge in Investment Products
  • Solid interpersonal skills to interact with, establish relationships with the Business Units.
  • Able to escalatein the absence of rules and /or in complex situations
  • Strong organizational and time management skills with the ability to be flexible to changing environments
  • Ability to work independently and willing to collaborate with other team members

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere What are you waiting for Apply today.
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
At Manulife/JohnHancock, we embrace our diversity. We strive to attract,developandretaina 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,advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin,colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers toprovideequal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.All information shared during the accommodation request process will be stored and used in a manner that is consistent withapplicable laws and Manulife/John Hancock policies.To request a reasonable accommodation in the application process, contact [Confidential Information] (mailto:[Confidential Information]).

Job Details

This is a values-led organization where people bring their passions, ambitions, and the full scope of their life experience to work. This makes for a stronger community, culture, and business. Individually and collectively, we are harnessing our potential, and exploring new opportunities we'd never imagined.We're consistently recognized as a top employer. We offer work that challenges and makes a difference within a flexible and supportive environment, so you can help make decisions easier and lives better for our customers.Recent Awards include:Forbes 2020 World's Best EmployersGreater Toronto's Top Employers 2020Canada's Top Employers for Young People 2020Canada's Best Diversity Employers 2020For Manulife/John Hancock's most recent jobs sent directly to your inbox, please create an account/ sign in and click on ‘Job Alerts' in the top right corner of the page to sign up.

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