Manulife Financial
Trust services is looking for a Trust Operations Associate to join our dynamic Trust Reconciliation team. The ideal candidate will be a highly motivated & passionate professional who has background experience in US retirement/operations, process design, risk mitigation and a proven ability to work closely with various partners. This individual will play a key role in supporting daily Trust functions while also contributing to processes/initiatives that position our business for the future. This is an exciting opportunity for a motivated professional who thrives in a fast-paced environment, values collaboration, and is eager to make an impact.
Key Responsibilities
Prepare and review daily cash reconciliations, ensuring receipts, disbursements, taxes, and lockbox accounts are all reconciled and in balance by the close of business.
Identify out of balances and take proactive steps to resolve all breaks daily.
Monitor and manage incoming/outgoing money for payrolls, manual trades, ACH activity, and check deposits.
Research and own the resolution of trading issues and reconciliation breaks to ensure aging remains within SLA’s.
Successfully monitor and follow up on escalated items, seeing problems through to resolution and closure.
Support check deposit process by receiving and depositing checks.
Process tax corrections and support annual production of tax forms for participants/plans.
Initiate and approve customer wires and book transfers; transmit and void files to the bank.
Assist in monthly and quarterly aged item reporting.
Collaborate with and support other members of the Reconciliation unit in completing daily functions.
Ensure all procedure documentation is accurately reviewed and maintained. Ensure controls are being followed and steps taken to mitigate risk.
Contribute ideas for process optimization to improve efficiency and effectiveness. Work with internal teams for requirements, design, implementation and documentation.
Monitor email inbox and respond to inquiries providing timely and accurate information.
Required Qualifications
Strong Excel skills and experience with Power Apps & Power BI
Strong attention to detail skills
Minimum 3-5 years of financial services experience ideally from a retirement plan provider.
Preferred Qualifications
Knowledge of trading platforms and US retirement industry preferred
Strong understanding of cash/share reconciliation and impacts.
Ability to work independently and in a team environment under tight deadlines. Demonstrate initiative and being a team player.
Excellent customer service, communication, and problem resolution skills. Able to work with diverse teams and
Previous experience working with SQL, FIS Omni, JIRA and/or Matrix CC360 a plus
Experience working in projects or process-improvement initiatives, establishing & documentation required, developing solutions, and status reporting to management & partners.
Familiarity with SAFE AGILE methodology
When you join our team
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
#LI-JH
マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは https://www.manulife.co.jp/lをご覧ください。
マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出身、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには recruitment@manulife.com までご連絡をお願いします。
Referenced Salary Location Boston, Massachusetts
Working Arrangement ハイブリッド勤務
Salary range is expected to be between $60,375.00 USD - $100,625.00 USD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr
Key Responsibilities
Prepare and review daily cash reconciliations, ensuring receipts, disbursements, taxes, and lockbox accounts are all reconciled and in balance by the close of business.
Identify out of balances and take proactive steps to resolve all breaks daily.
Monitor and manage incoming/outgoing money for payrolls, manual trades, ACH activity, and check deposits.
Research and own the resolution of trading issues and reconciliation breaks to ensure aging remains within SLA’s.
Successfully monitor and follow up on escalated items, seeing problems through to resolution and closure.
Support check deposit process by receiving and depositing checks.
Process tax corrections and support annual production of tax forms for participants/plans.
Initiate and approve customer wires and book transfers; transmit and void files to the bank.
Assist in monthly and quarterly aged item reporting.
Collaborate with and support other members of the Reconciliation unit in completing daily functions.
Ensure all procedure documentation is accurately reviewed and maintained. Ensure controls are being followed and steps taken to mitigate risk.
Contribute ideas for process optimization to improve efficiency and effectiveness. Work with internal teams for requirements, design, implementation and documentation.
Monitor email inbox and respond to inquiries providing timely and accurate information.
Required Qualifications
Strong Excel skills and experience with Power Apps & Power BI
Strong attention to detail skills
Minimum 3-5 years of financial services experience ideally from a retirement plan provider.
Preferred Qualifications
Knowledge of trading platforms and US retirement industry preferred
Strong understanding of cash/share reconciliation and impacts.
Ability to work independently and in a team environment under tight deadlines. Demonstrate initiative and being a team player.
Excellent customer service, communication, and problem resolution skills. Able to work with diverse teams and
Previous experience working with SQL, FIS Omni, JIRA and/or Matrix CC360 a plus
Experience working in projects or process-improvement initiatives, establishing & documentation required, developing solutions, and status reporting to management & partners.
Familiarity with SAFE AGILE methodology
When you join our team
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
#LI-JH
マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは https://www.manulife.co.jp/lをご覧ください。
マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出身、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには recruitment@manulife.com までご連絡をお願いします。
Referenced Salary Location Boston, Massachusetts
Working Arrangement ハイブリッド勤務
Salary range is expected to be between $60,375.00 USD - $100,625.00 USD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr