Operations Analyst - Manulife Securities
• Verified and approved fund transfers, ensuring accurate and timely receipt of funds for 20+ transactions per day.• Streamlined account transfer processes between dealers, improving client satisfaction scores and increasing advisor access.• Developed and maintained policy documents, enhancing procedural efficiency and ensuring compliance with regulations.• Partnered with cross-functional teams to resolve advisor inquiries daily through Salesforce.• Trained new hires on core processes and procedures, while providing cross-departmental support to address workload surges and complex cases.• Achieved 100% completion rate while filling in for a colleague on leave by proactively learning complex processes, resulting in seamless task execution and continued departmental operations.