Investment Operation Associate null

Working Arrangement

Hybrid

Job Description

Requirements: 
Technical Requirements (indicate the minimum technical requirements needed to be hired):

• Graduate of a 4 year Business or Finance related courses; and with relevant work experience preferably in banking or financial industry 
• Must pass the following exams: 
     • CWM Test with an overall score of 24 and above 
     • RPS and GRS Math exam with an overall score of 7 and above 
• Basic computer knowledge 
• Accurate keyboarding skills with an average speed of 35 wpm 
• Excellent written and oral communication skills with BUPLAS Score of 3.5 and up 

Behavioral Requirements:

• Demonstrates initiative to improve 
• Ability to work independently and in a team environment  
• Must be able to work on the night shift 
• Willing to render overtime and report during weekends or holidays as needed  

MINIMUM REQUIREMENTS (TO GO ON BOARD/LIVE): 
Technical Requirements  

• Successful completion of Product and Business Training 
• Good understanding of the product and must pass the Skills verification exams 
• Ability to learn applicable systems, functions and processes/workflows 
• Able to research, analyze and problem solve routine issues 
• Able to pass training quizzes depending on the increasing target per work type 
• Able to meet individual UAT (training) targets per week, both over-all and per work type 

Behavioral Requirements 

• Demonstrates initiative and accountability 
• Commitment to high level of quality and customer service 
• Upholds professionalism, respect and integrity as vital factors in adding value to company’s financial strength  
• No attendance issue 

Job Responsibilities

• Research and administration of routine and some complex in good order financial and non-financial transactions on applicable systems for Manulife clients and/or advisors while providing quality service  
• Identifies and solves most basic and some complex problems based on understanding of the customers needs, using investigation and established guidelines. Recognizes the need to redirect complex problems. 
• Prioritizes daily work to accommodate fluctuating or unplanned work