Hybrid Fund Change Analyst - Junior 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

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