Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- New Account Specialist processing new account openings and ensuring compliance at Manulife. Collaborating with stakeholders for accurate onboarding and documentation in a dynamic environment.
Responsibilities
- Review and process new account applications across deposit and loan products
- Identify missing or incorrect documentation and follow up to ensure completeness and compliance
- Partner with key stakeholders to complete account openings by meeting all required criteria
- Maintain high quality and accuracy in all account setups
- Meet established service level agreements (SLAs)
- Escalate issues or risks as needed
- Execute enhanced due diligence for higher-risk clients and accounts
- Exercise sound judgment and risk-based decision-making
Requirements
- Strong attention to detail and commitment to accuracy
- Excellent analytical and problem-solving skills
- Bilingualism in English and French is an asset (proficiency required for Québec)
- Strong communication and interpersonal skills
- Ability to effectively prioritize and manage workload independently and as part of a team
- Ability to learn and adapt to new processes and systems in a changing environment
- Comfortable working in a dynamic, fast-paced environment
- Demonstrated critical thinking skills with the initiative to investigate and resolve issues
Benefits
- Health, dental, mental health, and vision insurance
- Short- and long-term disability coverage
- Life and AD&D insurance
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension)
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Generous paid time off including holidays, vacation, personal and sick days
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