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Canada Retirement - Plan Design Analyst

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Manulife

Oct 28, 2024

  • Job
    Full-time
    Entry, Junior, Mid & Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Quezon City
  • Quick Apply

AI generated summary

  • You must be a college graduate, have strong analytical skills, attention to detail, proficiency in Microsoft Office, and good communication skills. Adaptability to shifts is necessary.
  • You will support client services, process client setups and requests, ensure accuracy in documentation, handle sensitive funds, meet service levels, and suggest process improvements.

Requirements

  • 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
  • Proficiency in Microsoft Office applications (Word, PowerPoint, Excel)
  • Good multi-tasking skills and time management
  • Excellent verbal and written communication skills

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

FAQs

What is the job title for this position?

The job title is Canada Retirement - Plan Design Analyst.

What are the main responsibilities of a Plan Design Analyst?

The main responsibilities include reviewing client requirements, capturing information into systems, processing requests related to client set-up and maintenance, and ensuring compliance with established guidelines and regulations.

What qualifications are required for this position?

The position requires a college degree in any field, knowledge of Group Retirement is an advantage, strong analytical skills, attention to detail, proficiency in Microsoft Office applications, and excellent communication skills.

Does this job involve handling sensitive information?

Yes, the position involves handling highly sensitive and heavily regulated funds.

What benefits does Manulife offer?

Manulife offers competitive salary packages, performance bonuses, Day 1 HMO with free coverage for dependents, retirement savings benefits, and extensive training resources, among others.

Is training provided for new employees in this role?

Yes, extensive training resources are provided to help new employees in this role.

What kind of work environment can I expect?

You can expect a supportive and collaborative workplace that values wellness and well-being.

Are there opportunities for career development within the company?

Yes, Manulife aims to provide clear career development pathways for employees.

What are the required skills for this position?

Required skills include strong analytical and problem-solving abilities, attention to detail, fast learning, multitasking skills, and proficiency in Microsoft Office applications.

Is shift work required for this role?

Yes, the position requires the ability to work on rotating shifts.

How can I apply for this position?

You can learn about opportunities and apply through the Manulife careers website at JOBS.MANULIFE.COM.

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Manulife

Finance
Industry
10,001+
Employees

Mission & Purpose

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.