Join Manulife Private Wealth to provide operations support for our investment counselling business serving high net worth clients
Job Summary
Join Manulife Private Wealth to provide operations support for our investment counselling business serving high net worth clients.
Responsibilities include portfolio administration, trade execution, reconciliation, settlement, and providing service and support to Investment Counsellors.
Manulife offers a flexible environment, opportunities for learning and growth, and a comprehensive benefits package.
Matching Summary
Join Manulife Private Wealth to provide operations support for our investment counselling business serving high net worth clients.
Salary
Base: $62,850.00 CAD - $104,750.00 CAD; Bonus/Equity: Incentive programs and incentive compensation tied to business and individual performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off
Skills & Requirements
Must-have
High Net Worth client accounts
daily cash and securities reconciliation
resolve trade discrepancies
execute trade orders
investigation and issue resolution
regulatory obligations
Nice-to-have
collaborative environment
demonstrated initiative
professionalism and confidentiality
flexible environment
well-being and inclusion
Key Requirements
2-3 years' experience in financial services
High Net Worth market experience
Canadian Securities Course (CSC) completion or enrollment
Knowledge of securities instruments/settlement
Advanced Microsoft Office (Excel)
Scripting skills (SQL, Excel macros, Python) are a significant asset
Familiarity with wealth management tools (FundSERV, Bloomberg) is an asset