Operations Specialist, Investment Counsel Services (ics)

Manulife

Toronto, Ontario, Canada
Base: $62,850.00 cad - $104,750.00 cad; bonus/equi...
Hybrid
Portfolio administration for high net worth clients
Trade execution and reconciliation
Cash and securities reconciliation
Join Manulife Private Wealth to provide operations support for investment counselling serving high net worth clients in a fast-paced, collaborative environment

Job Summary

  • Join Manulife Private Wealth to provide operations support for investment counselling serving high net worth clients in a fast-paced, collaborative environment.
  • The role involves portfolio administration, trade execution, reconciliation, settlement, and providing responsive support to investment counsellors and clients.
  • Manulife offers a flexible work environment with comprehensive benefits, incentive programs, and a commitment to diversity, inclusion, and employee well-being.

Matching Summary

Join Manulife Private Wealth to provide operations support for investment counselling serving high net worth clients in a fast-paced, collaborative environment.

Salary

Base: $62,850.00 CAD - $104,750.00 CAD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement plans, paid time off

Skills & Requirements

Must-have

  • Portfolio administration for high net worth clients
  • Trade execution and reconciliation
  • Cash and securities reconciliation
  • Advanced Microsoft Excel skills
  • Investment accounting knowledge
  • Client and counsellor support

Nice-to-have

  • Scripting skills in SQL, Excel macros, Python
  • Familiarity with FundSERV and Bloomberg
  • Strong written and verbal communication
  • Demonstrated professionalism and confidentiality
  • Collaborative and fast-paced environment

Key Requirements

  • Post-secondary education or 2-3 years financial services experience
  • High Net Worth market experience preferred
  • Completion or enrollment in Canadian Securities Course (CSC)

Work Rights

Not specified

Tailored Resume

Cover Letter