Hybrid Fund Change Analyst (Junior)

Manulife; Manila; Hybrid; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Hybrid work arrangement

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 and related activities, ensuring accuracy and compliance with SLAs.

Collaborate with cross-functional teams, support quality assurance and continuous improvement initiatives, and provide SME guidance to the team. The role emphasizes attention to detail, effective time management, and strong problem-solving skills in a

Qualifications

• Proficiency in desktop computer systems and transaction processing tools.

Responsibilities

• Process and analyze contract-level financial transactions, including fund changes, swaps, and IAT activities, ensuring accuracy and compliance with established 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 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 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.

Skills

Transaction processing

Attention to detail

Problem solving

Time management

Job description

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 and related activities, ensuring accuracy and compliance with SLAs.

Collaborate with cross-functional teams, support quality assurance and continuous improvement initiatives, and provide SME guidance to the team. The role emphasizes attention to detail, effective time management, and strong problem-solving skills in a