Trust Operations Associate - $60,375 - $100,625 A Year (Toronto)

Trust Operations Associate - $60,375 - $100,625 A Year (Toronto)

01 Aug
|
John Hancock Life Insurance Company (U.S.A.)
|
Toronto

01 Aug

John Hancock Life Insurance Company (U.S.A.)

Toronto

Trust services is looking for a Trust Operations Associate to join our dynamic Trust Reconciliation team. The ideal candidate will be a highly motivated & passionate professional who has background experience in US retirement/operations, process design, risk mitigation and a proven ability to work closely with various partners. This individual will play a key role in supporting daily Trust functions while also contributing to processes/initiatives that position our business for the future. This is an exciting opportunity for a motivated professional who thrives in a fast-paced setting, values collaboration, and is eager to make an impact. Key Responsibilities Prepare and review daily cash reconciliations, ensuring receipts, disbursements, taxes, and lockbox accounts are all reconciled and in balance by the close of business. Identify out of balances and take proactive steps to resolve all breaks daily. Monitor and manage incoming/outgoing money for payrolls, manual trades, ACH activity, and check deposits. Research and own the resolution of trading issues and reconciliation breaks to ensure aging remains within SLA’s. Successfully monitor 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 for participants/plans. Initiate and approve customer wires and book transfers; transmit and voidfilesto the bank. Assist in monthly and quarterly aged item reporting. Collaborate with and support other members of the Reconciliation unit in completing daily functions. Ensure all procedure documentation is accurately reviewed and maintained. Ensure controls are being followed and steps taken to mitigate risk. Contribute ideas for process optimization to improve efficiency and effectiveness. Work with internal teams for requirements, design, implementation and documentation. Monitor email inbox and respond to inquiries providing timely and accurate information.



Required Qualifications Strong Excel skills and experience with Power Apps & Power BI Solid attention to detail skills Minimum 3-5 years of financial services experience ideally from a retirement plan provider. Preferred Qualifications Knowledge of trading platforms and US retirement industry preferred Strong understanding of cash/share reconciliation and impacts. Ability to work independently and in a team environment under tight deadlines. Demonstrate initiative and being a team player. Excellent customer service, communication, and problem resolution skills. Able to work with diverse teams and Previous experience working with SQL, FIS Omni, JIRA and/or Matrix CC360 a plus Experience working in projects or process-improvement initiatives, establishing & documenting requirements, developing solutions, and status reporting to management & partners. Familiarity with SAFE AGILE methodology When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. Acerca de Manulife y John Hancock Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite. Manulife es un empleador que ofrece igualdad de oportunidades En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer,



formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a. Ubicación principal Boston, Massachusetts Modalidades de Trabajo Híbrido Se prevé que el rango salarial esté entre $60,375.00 USD - $100,625.00 USD Conozca sus derechos ( Conozca sus derechos ( Permiso Familiar y Médico Permiso Familiar y Médico Ley de Protección del Empleado contra el Examen Poligráfico ( Ley de Protección del Empleado contra el Examen Poligráfico ( Derecho al Trabajo Derecho al Trabajo Verificación Electrónica (E-Verify) Verificación Electrónica (E-Verify) Transparencia Salarial ( Transparencia Salarial ( #LI-JH Company: John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr

📌 Trust Operations Associate - $60,375 - $100,625 A Year (Toronto)
🏢 John Hancock Life Insurance Company (U.S.A.)
📍 Toronto

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