Wealth Operations Specialist

Position: Manulife Wealth Operations Specialist
Join Manulife as a Wealth Operations Specialist, focusing on processing transactions and enhancing client services. Your communication and analytical skills will be key in this hybrid role.

In this role, your primary responsibilities will include maintaining transaction records and addressing inquiries with precision. You will work in a teamwork-oriented environment, ensuring high standards of service while managing workloads effectively. This position demands strong attention to detail and the ability to prioritize in real-time.

Key Responsibilities:

• Ensure accuracy in routine transaction processing

• Maintain detailed records for stakeholder interactions

• Partner with departments for prompt issue resolution

• Communicate with stakeholders for transaction efficiency

• Support documentation of operational processes

Requirements:

• Bachelor’s degree in Finance, Business, or Economics

• 2-3 years in the Investment/Wealth industry

• Advanced MS Office skills required

• Excellent English communication skills

• Strong problem-solving and time management abilities

Apply your expertise to foster operational excellence within Manulife's Wealth Operations team.
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