Fund Change Jr. Business Advisor

Manulife; Quezon City; Hybrid; PHP 400,000 - 650,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Manulife is seeking a Fund Change Jr. Business Advisor to join our GAWS team in Manila. You will process and review contract-level financial transactions, including fund changes, swaps, and IAT activities, ensuring accuracy and compliance.

Collaborate with cross-functional teams, support QA and continuous improvement, and contribute to delivering high-quality operational services in a hybrid work setup. This role offers learning growth, a collaborative environment, and exposure to

Qualifications

• Attention to detail and accuracy.
• Problem-solving and analytical skills.
• Effective time management and prioritization.
• Above-average communication and teamwork capabilities.

Responsibilities

• Process and analyze contract-level financial transactions, including fund changes, swaps, and IAT activities, ensuring accuracy and compliance with SLAs.
• Handle retirement operations work types such as plan inquiries, client inventory requests, fund mailings, and fund-related transactions.
• Perform quality reviews and approvals on financial transactions, fund changes, plan amendments, and uncashed items within delegated authority.
• Manage fund change operations, including mailbox administration, gatekeeping activities, and PBC approval processes.
• Provide cross-functional support across Member, Payroll, and Sponsor services and collaborate to resolve issues.
• Serve as SME by supporting cross-training, knowledge sharing, and operational guidance.
• Drive continuous improvement by identifying process gaps, monitoring trends, and preparing operational reports.

Skills

Attention to detail

Analytical skills

Time management

Problem-solving

Tools

Transaction processing tools

Job description

We’re looking for a Fund Change Jr. Business Advisor to join our GAWS team at MGS. In this role, you are expected to process and review contract-level financial transactions, including fund changes and related activities, ensuring accuracy, compliance, and adherence to service level agreements. You will collaborate with cross-functional teams, support quality assurance and continuous improvement initiatives, and contribute to delivering efficient, high-quality operational services.

Position Responsibilities

• Process and analyze contract-level financial transactions, including fund changes, swaps, and IAT activities, ensuring accuracy and compliance with established SLAs.
• Handle a variety of retirement operations work types such as plan inquiries, client inventory requests, fund mailings, and fund-related transactions.
• Perform quality reviews and approvals on financial transactions, fund changes, plan amendments, and uncashed items within delegated authority limits.
• Manage fund change operations, including mailbox administration, gatekeeping activities, and PBC approval processes.
• Provide cross-functional support across Member, Payroll, and Sponsor services while collaborating with teams to resolve operational issues.
• Serve as a subject matter expert (SME) by supporting cross-training, knowledge sharing, and operational guidance within the team.
• Drive continuous improvement by identifying process gaps, monitoring trends, preparing operational reports, escalating system issues, and recommending solutions to enhance service quality, productivity, and efficiency.

Required Qualifications

• Proficiency in desktop computer systems and transaction processing tools.
• Strong attention to detail and accuracy.
• Problem-solving and analytical skills.
• Effective time management and prioritization skills.

Preferred Qualifications

• Above-average communication skills.
• Strong team orientation and collaboration.
• Ability to pass required business unit English proficiency standards.

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.

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 [e-mail].

Working Arrangement

Hybrid