Operations Specialist - Credit
29d ago


Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Role Summary The Operations Specialist- Credit is responsible for the successful administration of the credit policies and procedures within the Dealer.

Job Description Primary responsibility is the administration of all accounts from a Credit perspective. This includes the following :

  • Running reports on a daily basis on accounts in a debit and / or that are undermargined
  • Notifying Advisors of debit balances and undermargined accounts; creating reports for Senior Managemement and the Credit Committee
  • Administering the Robotic solution utilized for credit functions and working with the I.S resources to resolve performance issues
  • Work closely with other departments to troubleshoot and / or resolve Credit-related issues - Perform calculations related to margin accounts and concentration guidelines
  • Core Compentencies

  • A minimum of 2-3 years of related operational experience with demonstrated ability to perform at a very high level in a complex processing environment while always delivering exceptional client service.
  • Expert level knowledge of Securities Dealer Credit Administration and applicable dealer systems.
  • Well rounded general investment dealer knowledge.
  • Completion of Canadian Securities Course preferred.
  • Achievement Orientation A concern for working well or for surpassing a standard of excellence. Attentive to details with emphasis on accuracy and quality.
  • Analytical Thinking Excellent analytical skills used to research and resolve complex issues. Able to research, analyze and problem solve most complex issues.
  • Business Acumen The ability to understand the business implications of decisions and the ability to strive to improve organizational performance.
  • An expert knowledge of regulatory and legislative requirements impacting area of responsibility.

  • Change Leadership Ability to translate a business problem into a procedural solution by displaying proactive initiative to problem solve, determine trends and initiate change.
  • Excellent communicator with the ability to influence and recommend change.

  • Concern for Order - Reflects an underlying drive to reduce uncertainty in the surrounding environment. Excellent organizational skills.
  • Ability to multi-task, works well under pressure.

  • Customer Service Orientation Consistently demonstrates ability to communicate clearly and effectively both verbally and in writing on all routine and most complex issues.
  • High level of phone confidence and professionalism while interacting with internal and external customers. Demonstrates good conflict resolution skills.

  • Developing Others Demonstrated / developing coaching and mentoring skills.
  • Information Seeking Driven by an underlying curiosity and desire to know more about things, people, or issues.
  • Initiative The ability to identify a problem, obstacle, or opportunity and taking action in light of this identification to address current or future problems or opportunities.
  • Organizational Commitment The ability and willingness to align one’s own behaviour with the needs, priorities, and goals of the organization.
  • Teamwork and Cooperation Working effectively and cooperatively in a team environment with minimal supervision. Consistently projects a positive attitude and demonstrates effective coping skills through change and high volumes.
  • Positively impacts team and inter-departmental relationships.

    Additional Details

  • The candidate must be willing to report at fixed night shift
  • The candidate must be willing to report in Diliman Quezon City
  • About Manulife Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions.

    We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.

    At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers.

    At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.

    Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years.

    With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

    Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment.

    A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation.

    Information received regarding the accommodation needs of applicants will be addressed confidentially.

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