Talent.com
Manulife
Middle Office Onboarding SpecialistManulife • Toronto, Ontario
Middle Office Onboarding Specialist

Middle Office Onboarding Specialist

Manulife • Toronto, Ontario
23 days ago
Job type
  • Full-time
Job description
In this role, you will manage end-to-end onboarding and implementation activities, ensuring accurate account setup, regulatory compliance, and operational readiness across fund and retirement products. You’ll collaborate with internal stakeholders, clients, custodians, and external partners to solve complex operational challenges, improve processes, and drive innovation through automation and AI-enabled solutions. This is an excellent opportunity to deepen your expertise in investment operations, expand your global exposure, and contribute to building scalable solutions that enhance client experience and operational excellence.

Position Responsibilities

  • Execute end-to-end onboarding and implementation activities for fund and retirement products.
  • Coordinate with clients, internal teams, custodians, brokers, and external partners to ensure timely account setup and onboarding completion.
  • Review and validate documentation while ensuring compliance with KYC/AML and regulatory requirements.
  • Perform system configuration, data validation, reconciliations, and support data conversions across multiple platforms.
  • Identify operational risks, resolve complex issues, and drive continuous process improvement through automation and AI-enabled solutions.

Required Qualifications

  • Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
  • 3–5 years of experience in Onboarding, Middle Office, Investment Operations, or related financial services functions.
  • Knowledge of fund onboarding, retirement plans (401(k)/Defined Contribution), or the investment trade lifecycle.
  • Strong analytical, problem-solving, and data management skills.
  • Experience working with financial systems, operational platforms, and large datasets.
  • Excellent communication and stakeholder management skills.
  • Willingness to work on a night shift schedule and adapt working hours based on business needs.

Preferred Qualifications

  • Experience supporting investment management, retirement, or asset servicing operations.
  • Advanced proficiency in MS Excel and exposure to Power BI, Power Apps, or similar reporting tools.
  • Knowledge of financial platforms such as Bloomberg, Aladdin, SimCorp, or equivalent systems.
  • Familiarity with custodians, brokers, payroll providers, and retirement services organizations.
  • Experience driving process improvement, automation initiatives, or AI-enabled operational efficiencies.
  • Working knowledge of trade lifecycle management, reconciliations, and settlements.

When you join our team:

We’ll empower you to learn and grow the career you want.

We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact <.

Working Arrangement

Hybrid
Create a job alert for this search

Middle Office Onboarding Specialist • Toronto, Ontario

Similar jobs

Onboarding Specialist

CorientToronto, Ontario, Canada
Full-time

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca... Show more

 • Promoted

Remote Canada Onboarding & Training Specialist

Kordova TekToronto, ON, CA
Remote
Full-time

A technology company is seeking an Onboarding & Training Specialist, focused on guiding new customers through the adoption of their software.This fully remote role in Canada involves delivering onb... Show more

 • Promoted

Remote Middle Market Underwriting Specialist - C$100,000 - C$150,000 A Year

Global Insurance ProviderToronto, Canada
Remote
Full-time

Underwriting Specialist role focusing on analyzing risk and negotiating deals for a global insurance provider in the Ottawa region, with a hybrid work model. Show more

 • Promoted

Full-Time Focus Group Participant ($300 - $850 for multiple sessions)

ApexFocusGroupAurora, ON, CA
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Administrative Assistant admin experience needed.Adminis... Show more

 • Promoted

Office Manager

Tricon Capital GroupToronto, ON, CA
Full-time

Office Manager – Corporate Office.Tricon is an owner, operator and developer of single‑family rental homes in the United States and multi‑family apartments in Canada.We provide high‑quality rental ... Show more

 • Promoted

Definity Digital Contact Center Co-op

Sonnet InsuranceToronto, ON, CA
Full-time

Embark on an 8-month Co-op at Definity’s Sonnet Digital Contact Center.Immerse yourself in delivering top-notch customer service and learn about digital operations in personal insurance.This role i... Show more

 • Promoted

Customer Onboarding Specialist

FacilityOSToronto, ON, CA
Full-time

FacilityOS is a fast-growing company redefining how facilities operate—bringing safety, security, and daily operations into one unified platform used by organizations around the world.As we scale g... Show more

 • Promoted

Office Manager

Tricon Capital GP IncToronto, ON, CA
Full-time

Office Manager – Corporate Office.Tricon is an owner, operator and developer of single‑family rental homes in the United States and multi‑family apartments in Canada.We provide high‑quality rental ... Show more

 • Promoted

In-Office Sales Pro: Pipeline Builder & Closer

Community Sports PartnersToronto, ON, CA
Full-time

A leading youth sports organization in Toronto is looking for a Customer Acquisition Specialist.This full-time, in-office position focuses on building relationships, generating leads, and closing d... Show more

 • Promoted

Senior Customer Onboarding Specialist – HR

JobtailorToronto, ON, CA
Full-time

Pebl puts a world of talent at your fingertips.With our AI-powered Global Work Platform™, companies can hire, pay, and manage employees in 185+ countries—removing risk, red tape, and guesswork from... Show more

 • Promoted

Murex Front Office Post-Trade Specialist — Montreal Relocation

Talan GroupToronto, ON, CA
Full-time

An international consulting and technology firm is seeking a skilled individual for Murex - Bonds Post Trade Support in Toronto.The candidate will provide functional support to Front Office users, ... Show more

 • Promoted

Office & Boardroom Services Attendant

Stikeman Elliott LLPToronto, ON, CA
Full-time

Join the ranks of Stikeman Elliott, one of the most distinguished and respected corporate law firms in Canada.Our Toronto office located in the heart of the financial district, with prime access to... Show more

 • Promoted

Intermediate Customer Onboarding Specialist

ClioToronto, ON, CA
Full-time

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.We are transforming the legal experience for ... Show more

 • Promoted

Hybrid Underwriting Specialist - Middle Market - $92,300 - $142,000 A Year

ZurichToronto, Canada
Full-time

Underwriting specialist needed for a global insurance provider in Vancouver.Responsibilities include underwriting new and renewal business and managing broker relationships.Requires 5+ years of exp... Show more

 • Promoted

Engagement Center Specialist I

First Commonwealth BankToronto, ON, CA
Full-time

Handles incoming service calls from clients, or potential clients, having questions regarding their current account relationships or seeking information about additional products and services.Compl... Show more

 • Promoted

Organized Family Office Associate Opportunity

Prime QuadrantToronto, ON, CA
Full-time

Be part of Prime Quadrant's Family Office Solutions as an Associate, where your organizational skills enhance client support.Focus on administration, compliance, and building strong client relation... Show more

 • Promoted

Senior Bilingual Underwriting Specialist Remote

Munich Retoronto, on, Canada
Remote
Full-time

Advance your career with Munich Re Canada as a Senior Bilingual Life Underwriting Specialist.This remote position emphasizes complex underwriting and team mentorship.In this senior role, you will a... Show more

 • Promoted

Operations Specialist: Salesforce-Driven, Fast-Paced Org

Coding for VeteransToronto, ON, CA
Full-time

An online retraining organization is seeking a proactive Business Operations Specialist to enhance daily operations.This role involves managing CRM systems, office administration, and communication... Show more

 • Promoted

Mortgage Agent (Inside Sales)

Burke Financialrichmond hill, york region, Canada
Full-time

Chief People Officer & Mortgage Agent Level 2 | Fostering Growth & Excellence in Mortgage Servicing at Burke Financial.Job Title: Inside Sales - Licensed Mortgage Agent Level 2.Compensation Type: C... Show more

 • Promoted

Client Onboarding eProcurement Specialist

Staples CanadaRichmond Hill, York Region, CA
Full-time

Join Staples Professional as a Client Onboarding eProcurement Specialist and enhance customer transactions through strategic integration projects.Oversee punchout catalogs and ERP transmission syst... Show more