Canada Retirement - Plan Design Analyst

Posted:
10/28/2024, 2:42:45 AM

Location(s):
Metro Manila, Philippines ⋅ Quezon City, Metro Manila, Philippines

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support

Are you looking for a supportive and collaborative workplace with great benefits and clear career development? You’ve come to the right place.

Why choose Manulife?

  • Competitive Salary packages and performance bonuses

  • Day 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners)

  • Retirement savings benefit

  • Rewarding culture that values wellness and well-being

  • Performance Bonus

  • Global network of industry experts

  • Extensive training resources

Job Description:

We’re looking for a Canada Retirement - Plan Design Analyst to join our team at MBPS. In this role, you are  responsible for reviewing the accuracy of the requirements from the clients and capturing all pertinent information into the systems based on the established guidelines and state regulations. Initiate requests for outstanding requirements and coordinate (either through email or callout) with the various New Business teams/distribution partners and clients if necessary, for the timely fulfillment of contracts or any requests.

Have the skills and knowledge for the job? Learn more about the opening below!

Key Responsibilities:

  • The Canada Retirement PDS function consists of client services and administration teams supporting both SLX and MPS (systems).

  • The team is responsible for the set-up and documentation of new clients and the maintenance of existing clients. Depending on the received request, the team processes MPS Booklets, advisor change and Compensation, New Business, Discontinuance, Amendments, Repricing and Fund Rationalization, SLX Discontinuance and Amendments.

  • Handle highly sensitive and heavily regulated funds

  • Consistently attain the service level set by the Company

  • Process and capture information to system according to established methods and procedures

  • Practice good judgment in processing cases

  • Perform thorough checking for every case and eliminate financial errors

  • Suggest ways on how to improve the current process and team metrics

  • Such other duties and functions as assigned by Operation Management

Qualifications:

  • College Graduate in any field

  • Knowledge of Group Retirement is an advantage

  • Strong analytical and problem solving skills

  • Ability to pay close attention to detail with a high degree of accuracy

  • Fast Learner and can work with minimum supervision

  • Must be able to work on rotating shifts

  • Minimum Skills to Hire/Must Haves:

    • Proficiency in Microsoft Office applications (Word, PowerPoint, Excel)

    • Good multi-tasking skills and time management

    • Excellent verbal and written communication skills

Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM

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 https://www.manulife.com/en/about/our-story.html.

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].

Working Arrangement

Hybrid