Bilingual Mutual Fund Administrator

Remote, USA Full-time
Manulife Wealth & Asset Management is a leading international financial services provider, and they are seeking a Bilingual Mutual Fund Administrator to join their Mutual Fund Operations team. This role focuses on processing financial and non-financial transactions, ensuring exceptional service to advisors and dealerships while contributing to operational improvements. Responsibilities Process and report on mutual fund financial and non-financial transactions Communicate with advisors and dealerships regarding transactions that are not in good order via fax communication or making a phone call Perform quality control checks for routine transaction types Complete daily bulk settlement and payment activities Identify and escalate exceptions promptly Support resolution of escalated cases in collaboration with business partners Handle increasingly complex client service requests within defined service standards Recommend improvements to operational processes and practices Contribute to a collaborative team environment and maintain strong customer relationships Provide support for control-related activities (e.g., Unclaimed Property, Locked-in reporting, Short-Term Trading etc.) Stay current with policies, procedures, and processing requirements Meet or exceed accuracy and service excellence targets Skills Financial services experience Strong customer service mindset Ability to work independently and within a team with minimal supervision Analytical and problem-solving skills with a focus on ownership and resolution Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec Previous experience in mutual fund processing is an asset Knowledge of mutual fund industry policies and procedures is an asset Strong organizational and prioritization skills in a fast-paced environment High attention to detail and ability to adapt to changing priorities Quick learner with strong collaboration skills Proficient in documentation and proofreading Availability for overtime during peak periods (e.g., RSP season) 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 and a global share ownership plan with employer matching contributions) Financial education and counseling resources Generous paid time off program in Canada includes holidays, vacation, personal, and sick days Full range of statutory leaves of absence Company Overview Manulife Wealth & Asset Management is the global investment, financial advice, and retirement plan services segment of Manulife Financial Corporation. It was founded in 1887, and is headquartered in Toronto, Ontario, CA, with a workforce of 1001-5000 employees. Its website is
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