Retail Reporting Specialist

🔥 8 minutes 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

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 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

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 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 • Collaborate with colleagues supporting institutional product offerings of Manulife Investment Management • Complete periodic DDQs accurately and on time to support client retention efforts • 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 to source and confirm ad hoc responses • Support additional team projects as required • 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 consistently 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 • Experience with retail or mutual fund reporting preferred • Bachelor's or Associate’s degree, preferably in business, marketing, communications, or a related field • Experience using Qvidian or Loopio preferred

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • Flexible work environment • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans, including pension and 401(k) savings plans • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays • 3 personal days • 150 hours of vacation annually • 40 hours of sick time annually, or more where required by law • Statutory leaves of absence • 100% work from home