Operations Associate -UL Rate Crediting

Hours

Responsibilities

• Gather a variety of financial inputs (government and corporate bond yields, FX rates, equity index values, stock prices, mutual fund values, seg fund values, etc.) from various sources on a daily basis, validating accuracy within defined thresholds and investigating issues
• Run and upload all Universal Life crediting rates to administrative systems, supporting client-level rate-crediting for over $8B of assets under management, validating accuracy of all calculated rates within defined thresholds and investigating / reporting issues.
• Validate accuracy of the upload of rates to 7 administrative systems
• Prepare Weekly and Monthly Marketing materials relating to all crediting rates calculated and ensure materials are posted to advisor and client facing outlets
• Support a number of additional adhoc / manual processes, including data gathering, rate calculation, reporting, etc. for departmental, cross-departmental, and external stakeholders
• Act as a liaison between stakeholders for any delays or issues.
• Support team members with training, scheduling, processing issues, etc., and perform validation of their work as required.
• Ability to manage multiple deliverables in a dynamic work environment where the timing of data availability changes day to day.
• Identify opportunities to improve operational efficiencies.
• Support vendor management
• Perform internal testing, quality assurance, and other auditing functions to ensure the integrity of department processing and workflow
• Facilitate problem solving and remedial action by collaborating with internal stakeholders
• Manage the document and procedure library, ensuring that procedures and job aids are accurate, up to date.

What we are looking for

When you join our team

About Manulife and John Hancock

Manulife is an Equal Opportunity Employer

Salary range is expected to be between

• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
• Manulife offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.
• We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .