Financial Operations Specialist (Unit Trust / PRS Operations)
Working Arrangement: 4 Days Onsite, 1 Day Work From Home
Working Days: Monday – Friday
Working Hours: 9:00 AM – 6:00 PM
Nationality: Malaysian Citizens Only
Job Overview
We are seeking a detail-oriented Financial Operations Specialist to join the Unit Trust / PRS Operations team at Manulife Malaysia.
The successful candidate will provide financial operations and administrative support for investment products, including Unit Trust and Private Retirement Scheme (PRS) funds. This role focuses on day-to-day transaction processing, fund administration, documentation, data management, payment tracking and operational follow-ups.
Key Responsibilities
- Perform day-to-day financial operations and administrative activities related to Unit Trust and PRS investment products.
- Process and verify investors' transactions, ensuring accuracy and compliance with established operational procedures.
- Maintain and update financial records, transaction details and relevant documentation.
- Monitor and track payments, transaction statuses and operational instructions.
- Perform data verification and reconciliation to ensure the accuracy and completeness of transaction records.
- Handle operational follow-ups and coordinate with relevant internal teams to resolve transaction-related issues.
- Ensure all transactions and operational activities comply with internal policies, procedures and applicable regulatory requirements.
- Provide general administrative and operational support to the Unit Trust / PRS Operations team.
Requirements & Qualifications
- Diploma or higher qualification in Finance, Banking, Business Administration, Accounting or a related discipline.
- Fresh graduates encourage to apply
- Good understanding of wealth operations, particularly Unit Trust processing and investment transaction cycles.
- Strong attention to detail, analytical skills and accuracy when handling financial transactions, data and client instructions.
- Good organisational and time-management skills with the ability to manage multiple operational tasks.
- Proficient in Microsoft Office applications, particularly Excel.
- Must be a Malaysian citizen.
Added Advantages
- Exposure to custody operations and investment products.
- Ability to communicate in Mandarin.
- 1–2 years of relevant working experience in Financial Operations, Wealth Operations, Investment Operations, Fund Management or Financial Services.
- hands-on experience in transaction processing or fund administration.
- Exposure to User Acceptance Testing (UAT) and project management activities.
- Previous experience in asset management or fund administration companies.
Important: Only Malaysian citizens with relevant financial operations, transaction processing or fund administration experience will be considered.
Pay: RM1,500.00 - RM2,000.00 per month
Benefits:
- Health insurance
- Opportunities for promotion
- Work from home
Work Location: In person