Retail Reporting Specialist

🔥 1 minute ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $61.9k - $103.1k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• Complete cyclical due diligence questionnaires for mutual funds, ETFs, and closed-end funds offered through John Hancock Investment Management • Support Retail Distribution teams by delivering accurate, timely, and high-quality questionnaire responses • Prepare, edit, and complete monthly, quarterly, annual, and ad hoc questionnaires within established deadlines • Coordinate all aspects of the DDQ production process to meet firm quality standards • Research and validate responses using approved databases and other identified sources • Partner with subject matter experts across the organization to source and confirm ad hoc responses • Support additional team projects as required • Collaborate with colleagues supporting Manulife Investment Management institutional product offerings • Report to the Director, Proposal Services, US & Asia

🎯 Requirements

• Minimum of 2 to 4 years of related experience in the financial services industry • Highly effective written and verbal communication skills • Ability to work effectively with various levels of management and internal clients • Ability to manage multiple concurrent projects, prioritize tasks, and meet strict deadlines • Excellent organization and project management skills • Strong attention to detail • Strong analytical skills and ability to identify inaccurate or inconsistent data • Ability to work effectively and respectfully with people who bring diverse skills, backgrounds, and experience • Self-motivated, entrepreneurial mindset, strong sense of ownership, and ability to work independently or collaboratively • Proficiency with Adobe and Microsoft Office applications, including Word, Excel, and PowerPoint • Preferred: experience with retail or mutual fund reporting • Preferred: Bachelor's or Associate’s degree, preferably in business, marketing, communications, or a related field • Preferred: experience using Qvidian or Loopio

🏖️ Benefits

• Learning and career growth support • Flexible work environment • Well-being and inclusion support • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans, including pension/401(k) • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays annually • 3 personal days annually • 150 hours of vacation annually • 40 hours of sick time annually, or more where required by law • Statutory leaves of absence • Incentive compensation tied to business and individual performance