Operations Analyst

Manulife group; Quezon City; On-site; PHP 400,000 - 640,000; Full time

Job summary

Manulife Group is seeking an Operations Analyst to support the Insurance Operations team in handling advisor compensation across multiple channels. You will ensure accurate payments by validating entries, applying bonuses, and processing necessary wires.

Key duties include responding to inquiries, creating tax duplicates, handling EFT issues, and meeting audit and service deadlines. Strong Excel skills and attention to detail are essential in a fast-paced environment.

Qualifications

• 2–3 years of experience in accounting, finance, or related field.
• Strong written and verbal English communication.
• Intermediate Excel skills with formulas and data analysis.
• Detail oriented with ability to handle high-volume transactions.
• Analytical, problem-solving, and organizational skills.
• Ability to write clear business communications.
• Bachelor's degree in Finance, Accounting, Math, Economics, or related field.

Responsibilities

• Validate advisor compensation accuracy and process entries as required.
• Apply bonuses and fund wires within service standards.
• Respond to complex inquiries and provide expert recommendations.
• Create tax duplicates for T4A/Releve.
• Manage returned cheques and EFT rejects and stale dated cheques.
• Manually calculate and upload compensation calculations and advances.
• Prioritize workflow for regular commission runs and deadlines.
• Identify and recommend process improvements.
• Log problems and enhancements for investigation; escalate when needed.
• Manage day-to-day workflow with independent decision-making.
• Collaborate with internal departments to resolve errors.
• May be required to handle call outs; perform other duties as assigned.

Skills

Excel skills

Financial analysis

Attention to detail

Communication skills

Problem-solving

English proficiency

Education

Bachelor's degree in Finance or related

Job description

Category: Business & Customer Operations

We’re looking for an Operations Analyst to join our Insurance Operations team at MGS. In this role, you are responsible for providing compensation administration for Advisors’ across multiple distribution channels ensuring calendar deadlines are met to ensure accurate and timely compensation payment.

Position Responsibilities:

• Ensure accurate Advisor compensation by validating accuracy and processing entries as required.
• Apply special compensation bonuses, Fundserv wires, within determined service standards
• Responsible to respond to day to day internal and external complex advisor inquiries, analyze and provide expert recommendations and resolutions
• Creation of tax duplicates for T4A\\Releve
• Manage returned cheques and EFT rejects along with stale dated cheque process
• Responsible to manually calculate and upload compensation calculations and advances within our service level commitments to meet our audit requirements
• Establish priorities through workflow management to support our regularly scheduled commission runs and calendar deadlines to ensure timely delivery of compensation to advisors
• Identify and make recommendations to streamline existing processes
• Submit problem case logs and enhancements to iPortal for further investigation. Know when to elevate matters and work together to collaborate on findings
• Responsible to manage day-to-day workflow using strong judgment in making independent decisions
• Work together with internal departments to determine cause of errors/exception while building strong rapport
• May be required to handle call out as needed
• Such other duties and functions as assigned by the Supervisor

Required Qualifications:

• 2–3 years of experience in accounting, finance, or other related fields.
• Strong written and verbal English communication skills.
• Intermediate Microsoft Excel skills, including formulas and data analysis.
• Excellent attention to detail and ability to manage high-volume transactions accurately.
• Strong analytical, problem-solving, and organizational skills.
• Ability to compose clear, concise, and professional business communications.
• Bachelor's degree in Finance, Accounting, Mathematics, Economics, Business Administration, or any related discipline.

Preferred Qualifications:

• Experience in compensation administration, payroll, commissions, incentives, or financial transaction processing.
• Experience working in insurance, financial services, banking, or wealth management industries.
• Knowledge of accounting principles and financial reconciliation processes.
• Experience handling complex customer or advisor inquiries and issue resolution.
• Proven track record of identifying and implementing process improvements.