Bilingual Mutual Fund Administrator

Location: Montreal

The Mutual Fund Operations team ensures accurate and timely processing of financial and non-financial transactions, supporting advisors and dealerships with exceptional service. As a Bilingual Service Associate, you will focus on transaction processing, related communications, and quality control while assisting with settlement activities and reporting. Over time, you’ll build proficiency in handling complex transactions and contribute to operational improvements. Success is measured by meeting service levels, accuracy, and productivity standards.

Position Responsibilities:

Process and report on mutual fund financial and non-financial transactions

Communicate with advisors and dealerships regarding transactions that are not in good order via fax communication or making a phone call

Perform quality control checks for routine transaction types

Complete daily bulk settlement and payment activities

Identify and escalate exceptions promptly

Support resolution of escalated cases in collaboration with business partners

Handle increasingly complex client service requests within defined service standards

Recommend improvements to operational processes and practices

Contribute to a collaborative team environment and maintain strong customer relationships

Provide support for control-related activities (e.g., Unclaimed Property, Locked-in reporting, Short-Term Trading etc.)

Stay current with policies, procedures, and processing requirements

Meet or exceed accuracy and service excellence targets

Required Qualifications:

Financial services experience

Strong customer service mindset

Ability to work independently and within a team with minimal supervision

Analytical and problem-solving skills with a focus on ownership and resolution

Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec

Preferred Qualifications:

Previous experience in mutual fund processing is an asset

Knowledge of mutual fund industry policies and procedures is an asset

Strong organizational and prioritization skills in a fast-paced environment

High attention to detail and ability to adapt to changing priorities

Quick learner with strong collaboration skills

Proficient in documentation and proofreading

Availability for overtime during peak periods (e.g., RSP season)

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-WAM

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           .

Manulife 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           .

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