Segregated Funds Coordinator
Segregated Funds Coordinator
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Job Description
The Opportunity:
This role will act as the Seg Fund Back Office for MWISI Advisors. They will serve as the central channel for advisors to access administrative support and escalations for new contracts as well as inforce seg business for allseg fund carriers supported by MWISI.
The Seg Fund Coordinator will be responsible for managing a variety of operational tasks and providing comprehensive support and training to advisors. This role ensures the smooth execution of non-financial updates advisor transitions and system updates. The coordinator will also handle daily commission queries problem resolution and system testing to maintain operational efficiency and accuracy.
Position Responsibilities:
- Non-financial update processing
- Advisor support and training
- FundServ administration
- WealthServ system testing
- System maintenance and problem resolution
Preferred Qualifications:
- Prior experience working in the financial services industry or similarly regulated industry
- Excellent communications skills (verbal and written) in English and/or French
- Ability to thoroughly learn an online platform and provide training to users
- Ability to build and nurture positive relationships with independent advisorsCommitment to achieving high levels of service excellence
- Excellent problem-solving skills and ability to quickly learn
- Ability to work independently or with minimal direction within a team
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Referenced Salary Location
Waterloo OntarioWorking Arrangement
Salary range is expected to be between
$42825.00 CAD - $71375.00 CADIf you are applying for this role outside of the primary location please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
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 for more information about U.S.-specific paid time off provisions.
Required Experience:
IC
Employment Type
Full-Time
