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Manulife Financial

Global financial services: insurance and investments

Operations Analyst

BookkeepingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • At least two years of college completed (college undergraduate) or higher.
  • Strong verbal and written communication skills to clearly communicate issues, findings, and updates to colleagues and management.
  • Strong analytical and problem-solving skills to research and resolve discrepancies.
  • Working knowledge of Microsoft Excel, Word, and PowerPoint.
  • Strong attention to detail and organizational skills, with the ability to prioritize multiple deliverables and meet deadlines.

Responsibilities

  • Perform timely and accurate account reconciliations and ensure suspense accounts remain in good standing.
  • Research and resolve reconciliation exceptions and out-of-balance items within established timelines.
  • Support day-to-day accounting activities, including journal entries, general ledger account analysis, settlements, and payment processing.
  • Prepare and validate dividend and commission payments, and support account reconciliation activities including ACH transmissions, outgoing wires, check processing, tax remittance funding, and gain/loss tracking.
  • Collaborate with business partners to identify process improvements, resolve operational issues, and support fund-related activities such as launches, liquidations, seed capital repatriations, and mergers.

Desired Qualifications

  • A bachelor's degree, preferably in Accounting, Finance, or a related field.
  • One to three years of experience in Transfer Agency, financial services, or a related environment.
  • Experience working in the financial services industry.
  • Knowledge of financial or Retirement Operations applications such as Apollo, RPS Websites, Salesforce, DST 3270, TA 2000, DST SmartDesk, and AWD.
  • Experience using Microsoft Excel and financial tools such as the Essbase add-in.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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