Position OverviewThe Mutual Fund Operations team ensures accurate and timely processing of financial and non-financial transactions, supporting advisors and dealerships with exceptional service. As a Bilingual Service Associate, you will focus on transaction processing, related communications, and quality control while assisting with settlement activities and reporting. Over time, you’ll build proficiency in handling complex transactions and contribute to operational improvements. Success is measured by meeting service levels, accuracy, and productivity standards.Position ResponsibilitiesProcess and report on mutual fund financial and non-financial transactionsCommunicate with advisors and dealerships regarding transactions that are not in good order via fax communication or making a phone callPerform quality control checks for routine transaction typesComplete daily bulk settlement and payment activitiesIdentify and elevate exceptions promptlySupport resolution of escalated cases in collaboration with business partnersHandle increasingly complex client service requests within defined service standardsRecommend improvements to operational processes and practicesContribute to a collaborative team environment and maintain strong customer relationshipsProvide support for control-related activities (e.G., Unclaimed Property, Locked-in reporting, Short-Term Trading etc.)Stay current with policies, procedures, and processing requirementsMeet or exceed accuracy and service excellence targetsRequired QualificationsFinancial services experienceStrong customer service mindsetAbility to work independently and within a team with minimal supervisionAnalytical and problem-solving skills with a focus on ownership and resolutionBilingual (French & English)



is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of QuebecPreferred QualificationsPrevious experience in mutual fund processing is an assetKnowledge of mutual fund industry policies and procedures is an assetStrong organizational and prioritization skills in a fast-paced environmentHigh attention to detail and ability to adapt to changing prioritiesQuick learner with strong collaboration skillsProficient in documentation and proofreadingAvailability for overtime during peak periods (e.G., RSP season)When You Join Our TeamWe’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.About Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.Manulife.Com/en/about/our-story.HtmlManulife is an Equal Opportunity EmployerAt 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] Salary LocationMontreal, QuebecWorking ArrangementHybridSalary range is expected to be between$51,375.00 CAD - $85,625.00 CADIf 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 advantages, 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.#J-18808-Ljbffr

📌 Bilingual Mutual Fund Administrator - C$51,375 - C$85,625 A Year (Toronto)
🏢 Manulife Financial
📍 Toronto