Hybrid Fund Change Operations Analyst

Manulife/John Hancock; Manila; Hybrid; PHP 550,000 - 750,000; Full time

Job summary

Manulife/John Hancock is seeking a Fund Change Jr. Business Advisor for the GAWS team in Manila to process and review contract-level financial transactions, ensuring accuracy and compliance with SLAs.

You will collaborate with cross-functional teams and support QA and continuous improvement initiatives to deliver high-quality operational services. The role emphasizes fund changes, IAT activities, and retirement operations, with opportunities to grow in a global organization and contribute to

Qualifications

• Experience processing fund-related financial transactions.
• High attention to detail and accuracy.
• Ability to meet SLAs and collaborate with cross-functional teams.

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 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.

Skills

Detail-oriented

Analytical thinking

Time management

Transaction processing

Job description

Manulife/John Hancock is seeking a Fund Change Jr. Business Advisor for the GAWS team in Manila to process and review contract-level financial transactions, ensuring accuracy and compliance with SLAs.

You will collaborate with cross-functional teams and support QA and continuous improvement initiatives to deliver high-quality operational services. The role emphasizes fund changes, IAT activities, and retirement operations, with opportunities to grow in a global organization and contribute to