Bilingual Funding Officer reviewing loan applications and validating documentation for Financeit, a Canadian point - of - sale financing provider. Serving Partners and Borrowers while maintaining lending compliance and operational integrity.
About the role
- Bilingual Annuity Service Specialist serving Annuitants and Advisors at Manulife. Administering Annuity products, executing transactions, and resolving inquiries within established service level agreements.
Responsibilities
- Serve as a primary point of contact for Annuitants, Advisors, and internal business partners.
- Act as a subject matter expert in the administration of Manulife’s Annuity products.
- Execute complex transactions within Annuity record‑keeping systems.
- Process customer-directed changes and handle escalated cases.
- Maintain current knowledge of changes & upcoming initiatives impacting business processes.
- Investigate and resolve escalated inquiries and analyze issues.
- Provide recommendations and support initiatives enhancing operational effectiveness and service quality.
- Ensure responsibilities are completed within established service level agreements (SLAs).
Requirements
- Proven ability to deliver high-quality, phone-based customer service to clients and advisors.
- Previous administrative experience within a retail investments or operational environment.
- Bilingual (French & English) is required.
- Strong understanding of Annuity and/or Structured Settlement products (asset).
- Experience with Annuity payments systems - VAPS and/or APV (asset).
- Strong organizational skills with the ability to prioritize in a high-volume environment and meet strict timelines.
- Demonstrated investigative, analytical, and problem‑solving abilities.
- Flexibility and sound judgment in a dynamic environment.
- Strong collaborative skills and the ability to build effective cross-department relationships.
- High attention to detail and accuracy.
- Ability to work effectively as part of a team.
- Flexibility to work overtime based on business needs.
Benefits
- health insurance
- dental insurance
- mental health benefits
- vision insurance
- short- and long-term disability
- life insurance
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension)
- global share ownership plan with employer matching
- financial education and counseling resources
- generous paid time off including holidays, vacation, personal, and sick days
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