Investment Operation Associate

2 weeks ago


Quezon City, National Capital Region, Philippines Manulife Philippines Full time

Opportunity Expired

Investment operation analyst 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.

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

Work rights

The opportunity is available to applicants in any of the following categories.

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