Job Description
The continuing education compliance specialist will ensure that our operations and processes comply with the legal and regulatory standards, procedures, and policies of the governing bodies across Canada. The duties of the role will include managing the effective implementation, maintenance, and administration of accredited content and tracking attendance/completions, handling complaints, and liaising with governing bodies and internal business partners.
To be successful in this role, you should be able to build relationships with internal and external contacts to ensure regulatory, corporate, and fiduciary obligations are met through strong analytical thinking skills, time management and a high level of organization. The continuing education compliance specialist acts as the subject matter expert in each governing body’s licensing requirements and their submission tools and procedures.
Primary Functions:
Act as the subject-matter expert in each governing body’s licensing requirements and their submission tools and procedures.
Ensure that information regarding CE credit completion is efficiently and accurately tracked and updated.
Offer exceptional customer experience while responding to queries (internal and external) regarding CE credits.
Provide training and support to internal business partners to ensure they adhere to the rules and regulations of the governing bodies.
Maintain current knowledge of regulatory requirements and developments, monitors risk, identifies and corrects possible gaps and weaknesses.
Identify risks and implement appropriate actions to mitigate them.
Understand the implications of new regulatory policies and implementation of new or revised policies and programs . Communicate changes in governing bodies requirements to the correct groups.
Implement all changes required by the Governing Bodies into Manulife’s CE Credit tools and processes.
Screen and evaluate content submitted by internal clients to determine if is applicable/acceptable for CE Credits and provide suggestions of how to enhance content to receive approval/additional CE Credits.
Submit all CE Credit applications to the governing bodies. This includes submission, receipt, tracking, correspondence, and handling of inquiries from the governing bodies.
Manage and make all changes to Accredited Course List.
Continuous process improvement to increase efficiency and to comply with ever changing governing body requirements
Work with event team to issue credits for Manulife’s large accredited corporate events. (i.e. from the scanning results, sessions from multiple people, etc)
Track and report on CE credit submissions, including monitoring volume, costs by business unit and identify any changes in requirements or regulations impacting submissions.
Pull data feeds, produce V-lookups, update spreadsheets, and post information on internal and external sites.
Secondary Functions:
Promote the Manulife CE Centre by attending events and giving presentations to internal client groups, as well as providing answers to questions.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
Post-secondary education or equivalent
Proficient with Microsoft Excel
Strong oral and writing communication, critical thinking, relationship management, and project management skills
Strong organizational skills with an ability to meet and work within tight deadlines
Excellent attention to detail
Proven ability to work independently and take initiative, as well as thrives in a fast-paced environment
Ability to prioritize high volumes of work under stressful and changing circumstances
Ability to meet and work within timely deadlines
Keyboarding skills: speed and accuracy
Experience dealing with large quantities of data
Efficient and accurate data entry
Ability to manage fluctuating workloads and changing priorities, including the ability to manage multiple projects concurrently
Developed relationship management skills and interpersonal skills which model corporate core values; a positive, can-do attitude in all situations
Shows initiative and works pro-actively to continuously enhance and improve processes to find efficiencies.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules
Identifies, assesses, effectively challenges, and provides oversight on the satisfactory resolution of issues.
Competencies:
Self-motivated, resourceful, and thrive in a rapidly changing environment with the ability to take on new challenges and desire to define and implement solutions
Strong organization skills and high attention to detail with a sense of urgency and the ability to meet deadlines
Effective communication, interpersonal and influencing skills in collaborating with stakeholders
Strong ability to effectively communicate between technical and non-technical audiences and to influence across all levels
Demonstrated judgement and initiative
Project management skills with the ability to manage multiple priorities and/or projects
Risk mitigation skills to identify potential risk to company/team reputation and business operations
If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2020, we had more than 37,000 employees, over 98,000 agents, and thousands of distribution partners, serving over 30 million customers. As of December 31, 2020, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, and in the previous 12 months we made $31.6 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155years. We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges and under ‘945’ in Hong Kong.
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 [email protected] .
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