We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. 

Remote

Job Description

Trust services is looking for a Trade Operations Associate to join our team. The ideal candidate will be a highly motivated &, passionate professional who is committed to building solid relationships and promote operational excellence.  This individual will play a key role in supporting day to day operations contributing to the overall success of our team. 

Key Responsibilities

• Prepare and review daily Cash reconciliations, Disbursements, Tax, and Lockbox accounts are reconciled and in balance by the close of business.

• Identify all out of balances and take proactive steps to resolve all breaks daily.

• Supervise and manage incoming/outgoing money for payrolls, manual trades, ACH activity, and check deposits.

• Research and lead the resolution of trading issues and reconciliation breaks to ensure aging remains within SLA’s.

• Successfully supervise and follow up on escalated items, seeing problems through to resolution and closure.

• Support check deposit process by receiving and depositing checks.

• Process Tax corrections and support annual production of tax forms.

• Initiate and approve customer wires and book transfers.

• Initiate check issue file & void check file transmissions to bank.

• Assist in monthly and quarterly aged item reporting.

• Collaborate with and support other members of the Reconciliation unit in completing daily functions.

• Ensure proper documentation is reviewed and maintained.

• Contribute ideas for process improvement and work with internal teams for future projects.
  Monitor email inbox and respond to inquiries providing timely and accurate information.

• Act as a backup for the team during vacation periods.

• Perform other duties as assigned.

**Boston candidates will be required to support in-office check deposit process on a rotating basis

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.

• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

• You thrive in teams and enjoy getting things done together.

• You take ownership and build solutions, focusing on what matters. 

• You do what is right, work with integrity and speak up.

• You share your humanity, helping us build a diverse and inclusive work environment for everyone

Job Requirements:

• Bachelor’s degree preferred or equivalent years’ experience

• Minimum 3-5 years of financial services experience ideally from a retirement plan provider.

• Strong excel skills.

• Exposure to Power apps and Power BI

• Strong attention to detail skills

• Ability to take to think outside of the box.

• Ability to work independently or with minimal direction, within a team.

• Knowledge of trading platforms and US retirement industry preferred

• Understanding of cash reconciliations and impacts

• Strong communication and interpersonal skills

• Demonstrate initiative and team player.

• Excellent customer service, communication, and problem resolution skills

• Ability to work in a faced paced environment with hard deadlines.

What can we offer you?

• A competitive salary and benefits packages.

• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

• A focus on growing your career path with us.

• Flexible work policies and strong work-life balance.

• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
  We lead with our Values every day and bring them to life together.

• Boundless opportunity
  We create opportunities to learn and grow at every stage of your career.

• Continuous innovation
  We invite you to help redefine the future of financial services.

• Delivering the promise of Diversity, Equity and Inclusion
  We foster an inclusive workplace where everyone thrives.

• Championing Corporate Citizenship
  We build a business that benefits all stakeholders and has a positive social and environmental impact.

#LI-JH

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group 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 Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). 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/John Hancock, we embrace our diversity. We strive to attract, develop and retain a 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 to provide equal 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 with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

The annual base salary for this role is listed below.

Waterloo, Ontario

Salary range is expected to be between

$49,575.00 CAD - $82,625.00 CAD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.