Middle Office Onboarding Specialist

Manulife; Lapu-Lapu; Hybrid; PHP 420,000 - 720,000; Full time

Job summary

Manulife is hiring a Middle Office Onboarding Specialist to manage end-to-end onboarding across fund and retirement products, including account setup, documentation, data validation, trade processing support, and stakeholder coordination. The role requires coordinating with internal teams and clients, ensuring KYC/AML compliance, data integrity, and effective communications.

Night shifts and on-site presence in UP Ayala Technohub in Quezon City or Newtown Mactan, Lapu-Lapu, Cebu City are

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.

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.

Skills

Analytical skills

Data management

Problem solving

Communication

Stakeholder management

Night shift availability

Education

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

Tools

MS Office (Excel advanced)

Power BI

Power Apps

Bloomberg

Aladdin

SimCorp

Fidelity

Principal

The Standard

MassMutual

ING

ADP

Ceridian

Paychex

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.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

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