Transfers Administrator
Manulife
Quezon City, PH
5d ago

The Opportunity

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Transfers Administrator with the resources to solve critical problems for the future of our business, which is why we need you.

What motivates you?

  • You obsess about customers, listen, engage and act for their benefit
  • You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
  • You thrive in teams, and enjoy getting things done together
  • You take ownership and build solutions, focusing on what matters
  • You do what is right, work with integrity and speak up
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone
  • We are looking for someone with :

  • Bachelor’s Degree
  • Graduate of Finance, Accountancy, or Business related course
  • Background in financial industry is preferred
  • Knowledge of MS Office applications (Word, Excel)
  • Computer literate booting and shutting down computer, using mouse and keyboard
  • Keyboarding skillsAt least 30 words per minuteAt least 90% typing accuracy
  • Mathematical aptitude
  • Nice to Haves :

  • Good communication skills written and oral; fluent in English (will be assessed)
  • Efficient and accurate data entry abilities; can process transactions with utmost accuracy
  • Team oriented, positive, and able to cope with stress
  • Adaptable and analytical, problem solving and mathematical skills are key
  • With keen attention to detail and a fast learner
  • Minimum Skills Requirements to Go-live :

  • Knowledge of client and end-user requirements
  • Knowledge of Manulife Securities Transfers processes
  • Knowledge of metrics and targets
  • Tools Specific Knowledge :

  • Lotus Notes
  • MS Office Applications
  • Fundserv
  • Repsource / Wealth Guide
  • Issuetrak
  • Product Specific Knowledge :

  • Knowledge of investment, dealership and Manulife Securities products
  • Knowledge on the rules and regulations of dealership and Manulife Securities as well as securities regulations
  • Process Specific Knowledge :

  • Able to identify the complex and non-complex Transfers transactions
  • Knowledge of Manulife Securities processes
  • Report generation
  • BU and MBPS Compliance
  • Good understanding of Service Level Agreement
  • Internal Eligibility requirements :

  • Open to all Manulife Securities associates with one year tenure in their current position
  • Must meet the qualifications of the position
  • Must have consistently met job expectations and pass all performance metrics in the current unit for the last six months
  • Should not have any attendance issues or any disciplinary action within the last year
  • On the job you will :

  • Deposit cheque requests.
  • Process all incoming Power of Attorney in a timely manner, and all new transfer requests.
  • Process manual internal and external transfers (in and out) within industry standard time lines. Confirm documents are in order prior to processing.
  • Follow-up with other departments or financial institutions as necessary until transfers are complete.

  • Process ATON eligible transfers (In and Out) within industry standard time lines. Confirm documents are in order prior to processing.
  • Follow-up with other departments or financial institutions as necessary until transfers are complete.

  • Perform quality checking for QC eligible worktypes (TSFR-TEMP and TSFINCQ).
  • Such other duties and functions as assigned by Operations Management.
  • Our commitment to you

  • Our mission; to be a part of making Decisions Easier and Lives Better
  • A leadership team dedicated to your growth and success
  • A bold ambition and set of goals to be a leader in driving transformation in our industry
  • Our best. Every day.
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