Plan Design Associate

Manulife Financial; Philippines; On-site; PHP 2,285,000 - 2,988,000; Full time

Job summary

Manulife Financial Corporation is seeking a Canada Retirement - Plan Design Associate to support end-to-end administration of Canada Group Retirement plans. You will help ensure accuracy of client information, process plan updates, and contribute to delivering a seamless experience for customers.

This hybrid role offers exposure to retirement products, strengthens analytical skills, and works within a high-performing operations team aligned with Manulife’s mission of making decisions easier and

Qualifications

• 1–2 years of experience in data processing, BPO, back-office operations, or similar work.
• Proficiency in Microsoft Office applications (Word, PowerPoint, Excel).
• Bachelor’s degree in any field (preferred but not required). Undergraduates may also apply, provided they have at least 2 years of BPO, back‑office, or administrative experience.

Responsibilities

• Set up new Group Retirement clients and maintain existing plans, including amendments, advisor changes, fund updates, repricing, and plan discontinuances.
• Review and process highly sensitive, regulated fund and plan information with accuracy and compliance to guidelines and provincial regulations.
• Meet service level agreements by managing multiple cases, validating information, and ensuring timely completion of requests.
• Exercise sound judgment when processing cases and conducting thorough quality checks to prevent financial errors.
• Identify opportunities to improve processes, accuracy, and team metrics; perform additional duties as assigned by Operations Management.

Skills

Data processing

Microsoft Office

Attention to detail

Communication

Multitasking

Time management

Education

Bachelor's degree

Tools

MS Excel

MS Word

MS PowerPoint

Job description

We’re looking for a Canada Retirement - Plan Design Associate to join our team at MBPS. In this role, you will support the end-to-end administration of Canada Group Retirement plans. You’ll help ensure the accuracy and completeness of client information, process plan-level updates, and contribute directly to delivering seamless experience for our customers. This is a great opportunity to build technical expertise in retirement products, strengthen analytical skills, and be part of a high-performing operations team that supports Manulife’s mission of making decisions easier and lives better.

Position Responsibilities

• Set up new Group Retirement clients and maintain existing plans, including amendments, advisor changes, fund updates, repricing, and plan discontinuances.
• Review and process highly sensitive, regulated fund and plan information with accuracy and compliance to guidelines and provincial regulations.
• Meet service level agreements by managing multiple cases, validating information, and ensuring timely completion of requests.
• Exercise sound judgment when processing cases and conducting thorough quality checks to prevent financial errors.
• Identify opportunities to improve processes, accuracy, and team metrics; perform additional duties as assigned by Operations Management.

Required Qualifications

• 1–2 years of experience in data processing, BPO, back-office operations, or similar work
• Proficiency in Microsoft Office applications (Word, PowerPoint, Excel)
• Bachelor’s degree in any field (preferred but not required). Undergraduates may also apply, provided they have at least 2 years of BPO, back‑office, or administrative experience
• Strong attention to detail, accuracy, and analytical thinking
• Excellent verbal and written communication skills
• Ability to multitask, manage deadlines, and work with minimal supervision
• Willingness to work on fixed day shift

Preferred Qualifications

• Experience with Group Retirement processes or financial services
• High attention to detail with strong case management capability
• Collaborative mindset with the ability to work effectively with partners and stakeholders
• Fast learner with strong problem‑solving skills
• Comfortable working in a quality‑driven, compliance‑focused environment

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Hybrid