Wealth Operations Analyst

Manulife

Multiple Locations
Hybrid
Perform transactions for clients
Evaluate multiple options
Analyze information
Perform a series of actions to complete transactions across functions for internal or external clients

Job Summary

  • Perform a series of actions to complete transactions across functions for internal or external clients.
  • Identify and solve basic and complex problems based on an understanding of the customer’s needs, using investigation and established guidelines.
  • We’ll empower you to learn and grow the career you want and recognize and support you in a flexible environment where well-being and inclusion are more than just words.

Matching Summary

Perform a series of actions to complete transactions across functions for internal or external clients.

Skills & Requirements

Must-have

  • Perform transactions for clients
  • Evaluate multiple options
  • Analyze information
  • Apply independent judgment
  • Maintain accurate records
  • Communicate with partners

Nice-to-have

  • Client-centric exposure
  • Interpersonal skills
  • Flexible to change
  • Well-being and inclusion

Key Requirements

  • Bachelor’s degree in business administration, finance, economics or any related course
  • 2-3 years relevant professional experience
  • Advance Proficiency in MS Office Suite, Outlook and Teams
  • Excellent communications skills (verbal and written) in English

Work Rights

Not specified

Tailored Resume

Cover Letter