Onboarding Analyst

Manulife is a leading international financial services provider, and they are seeking an Onboarding Analyst to join their GWAM Operations team. The role involves collaborating with the Operations Manager to support fund onboarding and product lifecycle events, as well as managing projects and enhancing operational processes.

Responsibilities

• Assist in planning new product launches
• Support the development of operating models
• Help draft fund contracts and negotiate fees
• Assist in establishing accounting practices and implementing technology solutions
• Manage several projects simultaneously and prioritize between projects
• Identify issues, assess risks, and escalate items as needed
• Build relationships with internal stakeholders and external vendors
• Manage multiple tasks simultaneously with strong attention to detail
• Contribute to business process improvements
• Support vendor management activities
• Facilitate department procedures and ensure workflow integrity
• Manage the document and procedure library
• Troubleshoot and assist in resolving complex issues
• Participate in projects and collaborative initiatives

Skills

• Bachelor's degree in Finance, Accounting or Business. An MBA or CPA is a plus
• 1-3 years of experience in financial services or related fields
• Detail-oriented with strong organizational skills
• Ability to work effectively within a team
• Proficiency with Microsoft Office Suite
• Ability to independently progress work with minimal supervision. Must take initiative to move a project forward in the absence of immediate guidance from onboarding managers
• Excellent oral and written communication skills with the ability to articulate information and ideas effectively to cross-functional teams and external vendors
• Communicates issues to the team and proposes recommendations for resolution
• Ability to secure resources across different teams to address issues
• Bilingualism (English and French) is a strong asset
• If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec

Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
• Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• Financial education and counseling resources
• Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
• Full range of statutory leaves of absence

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