The New Business Assistant – Financial Operations position at Manulife Financial Inc involves supporting life insurance new business processing through accurate financial transaction handling. The role requires managing premium refunds, fund transfers, and compliance with regulatory standards while collaborating with various internal teams
Job Summary
This role ensures accurate and timely handling of financial transactions including premium refunds and fund transfers for life insurance applications.
The position requires performing daily reconciliations of premium collections against bank statements and investigating payment discrepancies to maintain financial integrity.
Manulife offers a flexible work environment with hybrid arrangements that prioritize employee well-being, inclusion, and career growth.
Matching Summary
Match Score: 85
The New Business Assistant – Financial Operations position at Manulife Financial Inc involves supporting life insurance new business processing through accurate financial transaction handling. The role requires managing premium refunds, fund transfers, and compliance with regulatory standards while collaborating with various internal teams.
Skills & Requirements
Must-have
Premium refunds processing
Fund transfers execution
Suspense account management
Daily reconciliation of collections
Payment discrepancy investigation
Nice-to-have
Process improvement recommendations
Cross-functional team collaboration
Audit support experience
Policy administration systems familiarity
Key Requirements
Bachelor's degree in Accounting or Finance
1-2 years experience in life insurance operations
Familiarity with premium processing and suspense accounts