Middle Office Onboarding Specialist

Manulife Financial; Hinoba-an; Hybrid; PHP 670,000 - 1,116,000; Full time

Job summary

Manulife Financial in the Philippines is seeking a Middle Office Onboarding Specialist to drive end-to-end onboarding and implementation across fund and retirement products. You will manage account setup, documentation, data validation, and stakeholder coordination.

The role requires strong analytical skills, experience with financial systems, and a willingness to work a night shift with on-site requirements in UP Ayala Technohub, Quezon City or Newtown Mactan, Cebu.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics or related field.
• 3–5 years experience in Onboarding, Middle office, or Investment Operations.
• Knowledge of fund onboarding, 401k/defined contribution, or trade lifecycle.
• Strong analytical, data management, and problem-solving skills.
• Experience working with financial systems and data platforms.

Responsibilities

• Perform end-to-end onboarding and implementation activities across funds and retirement products.
• Coordinate with internal teams, clients, and external partners for account setup and documentation.
• Ensure compliance with KYC/AML and regulatory requirements.
• Manage documentation, onboarding workflows, and client communications.
• Execute system setup and validate data integrity across platforms.
• Analyze datasets, reconcile discrepancies, and support data conversions.
• Identify operational issues and implement process improvements.
• Handle escalations and manage complex, high-priority cases.
• Drive continuous improvement through AI and automation to optimize workflows.

Skills

Analytical skills

Data management

Problem-solving

Communication skills

Stakeholder management

Education

Bachelor’s degree in Business, Finance, Accounting, Economics or related field

Tools

MS Office (Excel Advanced)

Power BI

Power Apps

Bloomberg

Aladdin

SimCorp

Job description

We are hiring for Middle Office Onboarding Specialist responsible for end-to-end onboarding and implementation across fund and retirement products, including account setup, documentation, data validation, trade processing support, and stakeholder coordination.

Key Responsibilities:

• Perform end-to‑end onboarding and implementation activities.
• Coordinate with internal teams, clients, and external partners for account setup and documentation.
• Ensure compliance with KYC/AML and regulatory requirements.
• Manage documentation, onboarding workflows, and client communications.
• Execute system setup and validate data integrity across platforms.
• Analyze datasets, reconcile discrepancies, and support data conversions.
• Identify operational issues and implement process improvements.
• Handle escalations and manage complex, high‑priority cases.
• Drive continuous improvement, new tools adoption, utilize AI and automation solutions to optimize workflows, reduce manual intervention, and support the development of scalable, efficient operating models.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics or related field.
• 3–5 years experience in Onboarding, Middle office, or Investment Operations.
• Knowledge of fund onboarding, 401k/defined contribution, or trade lifecycle.
• Strong analytical, data management, and problem‑solving skills.
• Experience working with financial systems and data platforms.
• Strong communication and stakeholder management skills.
• Willingness to work on a night shift schedule with flexibility to adjust working hours based on business and operational requirements.
• Applicants should be committed to comply to 3-day work on site requirement.
• Applicants should be willing to report to Manulife Offices in UP Ayala Technohub in Quezon City or Newtown Mactan, Lapu‑Lapu, Cebu City.

Technical Skills

• Preferred knowledge in MS Office (Excel advanced), data tools (e.g. Power Bi, Power Apps), and financial systems (e.g., Bloomberg, Aladdin, SimCorp).
• Familiarity with custodians, brokers, and payroll/data providers (Fidelity, Principal, The Standard, MassMutual, ING,etc.) and knowledge of payroll providers such as ADP, Ceridian, Paychex.
• Knowledge of trade lifecycle, reconciliation, settlements.

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.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lをご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、[e-mail]までご連絡をお願いします。

Working Arrangement

ハイブリッド勤務