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Administrative & Secretarial Customer Service & Account Management

Business/Finance

$8/hr Starting at $25

I worked in Manulife Financial as a business process associate for almost four years and had been in different teams with various types of data processing such as investment management, account maintenance and Indexing. Primarily accountable for processing and communications for all complex client requests for one or more product type or multiple transaction categories. Handling complex cases and not-in-good-order requests. Writes responses to advisor/clients regarding transfer or asset requests, deposit, withdrawal and alike. I also does further research and investigation to correct/adjust trades. Daily end of day balances report. I was exposed to processing business transactions on Operational Administration. 


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$8/hr Ongoing

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I worked in Manulife Financial as a business process associate for almost four years and had been in different teams with various types of data processing such as investment management, account maintenance and Indexing. Primarily accountable for processing and communications for all complex client requests for one or more product type or multiple transaction categories. Handling complex cases and not-in-good-order requests. Writes responses to advisor/clients regarding transfer or asset requests, deposit, withdrawal and alike. I also does further research and investigation to correct/adjust trades. Daily end of day balances report. I was exposed to processing business transactions on Operational Administration. 


Skills & Expertise

Account ManagementAdministrative AssistantData ManagementData ProcessingPhone SupportResearchSalesforce

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