Analyst, Canada Manulife Wealth Middle Office
Core
Process routine and standard transactions for internal and external clients within the Wealth Operations function, requiring independent judgment on semi-complex issues.
Role type
Wealth Operations Analyst
Builds
Transaction processing records and operational workflows for distribution channels and clients
Domain
Financial Services / Wealth Management
Required skills
Transaction processing, record maintenance, process documentation, problem solving, prioritization, decision making, MS Office Suite proficiency, investment/wealth product knowledge
Preferred skills
BPO/Shared Service experience, multi-national team collaboration
Responsibilities
Process routine and standard transactions, maintain accurate transaction records, partner with Contact Centre and Advisory Support Managers for escalated issues, communicate with internal and external partners, assist with process documentation, identify and solve basic to complex problems, recognize need to escalate complex cases, prioritize departmental work, make decisions on semi-complex issues
