Bilingual Client & Account Analyst
Hybrid · Canada
Core
Process financial and non-financial transactions for market-related retirement savings plans and support Group Retirement Services clients.
Role type
Client Account Representative (Administrative)
Builds
Group Retirement Income Plan (GRIP) products
Domain
Financial Services / Pension Administration
Deliverable
client delivery
Required skills
transaction processing, policy interpretation, data analysis, Microsoft Excel, Microsoft Word
Preferred skills
bilingual communication (English/French), pension legislation knowledge, Manulife systems familiarity, accounting foundation
Responsibilities
Process member-level transactions, manage shared email inboxes, respond to policy-related enquiries, support team reporting requests, identify process efficiencies
Seniority
Individual Contributor