Quezon City, Philippines
19 days ago
OA Plan Implementation Associate

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 OA Plan Implementation Associate to join our at MBPS. In this role, you will be working with the Plan Implementation Team establishing new business plans on Enterprise/TRS recordkeeping platform.  Perform all phases of plan setup process.

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

Key Responsibilities:

Establish plan codes for Enterprise/TRS new business.

Establish plan contacts on Salesforce.

Conduct Accurint searches for beneficial owners.

Establish plan shell accounts in preparation for plan configuration.

Establish plan fund lineups based on documentation provided by the Investment group.

Configure plan-level design provisions based on the plan specification document provided by the Implementation Project Manager group.

Establish participant and plan-level fees based on fee specifications and service agreements provided by the Implementation Project Manager group.

Establish Personalized Retirement Advice (PRA) products where applicable using the PRA Agreement provided by the Implementation Project Manager group.

Run plan-level forms.

Perform platform testing.

Conduct Quality Assurance (QA) peer work for each plan setup phase.

Ensure service level standards are met for each plan setup phase.

Communicate plan setup inquiries to the Implementation Team Leader.

Provide suggestions for procedure revisions and efficiencies to the Implementation Manager and Implementation Team Leader.

Attend training and development sessions as needed.

Manage communication and documentation.

Perform Quality Control (QC) and Workforce Support if necessary.

Assist in training new hires or act as a subject matter expert.

Handle other reports and responsibilities needed for the role.

Qualifications:

Bachelor's Degree holders are welcome to apply.

At least two (2) years of relevant back-office experience.

Demonstrated ability to apply technical industry knowledge to day-to-day issues and adapt to new technology.

Proven ability to work effectively in a high-volume, deadline-oriented environment.

Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation)

Amenable to working a night shift schedule.

Minimum Skills to Hire/Must Haves:

Experience in data entry, and back-office support

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

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 recruitment@manulife.com.

Working Arrangement

Hybrid
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