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This role offers an exciting opportunity to support Manulife's mission of building a strong, trusted advisory force through a smooth and compliant onboarding experience for Financial Advisors (FA Division). As an Executive in Recruitment Onboarding, you will play a key role in administering recruitment processes, conducting Fit and Proper checks, coordinating with cross‑functional teams, and ensuring high data accuracy across multiple systems. You will also contribute to process improvements by supporting basic template creation, AI‑assisted workflows, and identifying areas for operational efficiency. This role provides strong exposure to business stakeholders and hands‑on involvement in regulatory, system, and operational responsibilities.
Position Responsibilities
Support agency recruitment and licensing processes, ensuring Fit and Proper criteria are met
Conduct due diligence checks and document clear, structured case notes
Develop templates, process documents, and AI‑assisted workflows to streamline team operations
Identify repetitive or manual tasks and recommend automation or efficiency solutions
Collate manpower and campaign data for management reporting and strategic planning
Collaborate with stakeholders on onboarding matters
Support business and regulatory audits, ensuring readiness and documentation accuracy
Provide user story requirements for system enhancements and perform UAT
Work across multiple systems and ensure high standards of data accuracy
Required Qualifications
0-4 years of experience in the life insurance industry
Familiarity with recruitment onboarding processes and regulatory requirements
Proficiency in Excel functions (PivotTables, VLOOKUP/XLOOKUP, data cleaning)
Ability to write clear, structured, and compliant documentation or case notes
Experience using AI tools to summarise content, process information, or prepare drafts
Strong communication, stakeholder‑management, and problem‑solving skills
Ability to work independently in a fast‑paced environment and meet deadlines
Comfort working with multiple systems and high attention to data accuracy
Strong team player with the ability to build rapport across functions
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.
Job ID: 148707115
Skills:
Vlookup, Excel, XLOOKUP, Onboarding processes, AI tools, Data Handling, PivotTables, Regulatory Compliance
Skills:
Excel, Accounting entries and Standards, GL and reporting functions
Skills:
Saas, CRM Tools, Digital Marketing, AI and related technologies, subscription models, professional services sales, Adobe Experience Cloud, cloud-based offerings
Skills:
Google Analytics, Generative AI, Web and marketing analytics tools, AI-powered marketing platforms, AI-assisted design or video tools, Display and retargeting channels, Social media platforms, Email Marketing, Search SEO SEM, AI-assisted tools, AI tools, Adobe Creative Suite, AI-powered analytics automation or workflow tools
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