Operations Analyst - Manulife Securities
Oakville, Ontario, Canada
- 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.