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OA Plan Implementation Associate

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Manulife

Dec 19, 2024

  • Job
    Full-time
    Junior Level
  • People, HR & Administration
    Business, Operations & Strategy
  • Quezon City
  • Quick Apply

AI generated summary

  • You need a Bachelor's Degree, 2 years of back-office experience, tech-savvy, able to meet deadlines, willing to work onsite or from home, night shift, with data entry skills and Microsoft Office proficiency.
  • You will establish plan codes and contacts, conduct searches, configure plans, run forms, ensure quality standards, support training, and manage communications for effective plan implementation.

Requirements

  • Bachelor's Degree holders are welcome to apply.
  • At least two (2) years of relevant back-office experience.
  • Demonstrated ability to apply technical industry knowledge to day-to-day issues and adapt to new technology.
  • Proven ability to work effectively in a high-volume, deadline-oriented environment.
  • Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation)
  • Amenable to working a night shift schedule.
  • Experience in data entry, and back-office support
  • Proficiency in Microsoft Office applications (Word, PowerPoint, Excel)

Responsibilities

  • Establish plan codes for Enterprise/TRS new business.
  • Establish plan contacts on Salesforce.
  • Conduct Accurint searches for beneficial owners.
  • Establish plan shell accounts in preparation for plan configuration.
  • Establish plan fund lineups based on documentation provided by the Investment group.
  • Configure plan-level design provisions based on the plan specification document provided by the Implementation Project Manager group.
  • Establish participant and plan-level fees based on fee specifications and service agreements provided by the Implementation Project Manager group.
  • Establish Personalized Retirement Advice (PRA) products where applicable using the PRA Agreement provided by the Implementation Project Manager group.
  • Run plan-level forms.
  • Perform platform testing.
  • Conduct Quality Assurance (QA) peer work for each plan setup phase.
  • Ensure service level standards are met for each plan setup phase.
  • Communicate plan setup inquiries to the Implementation Team Leader.
  • Provide suggestions for procedure revisions and efficiencies to the Implementation Manager and Implementation Team Leader.
  • Attend training and development sessions as needed.
  • Manage communication and documentation.
  • Perform Quality Control (QC) and Workforce Support if necessary.
  • Assist in training new hires or act as a subject matter expert.
  • Handle other reports and responsibilities needed for the role.

FAQs

What is the job title for this position?

The job title is OA Plan Implementation Associate.

What benefits does Manulife offer?

Manulife offers competitive salary packages, performance bonuses, Day 1 HMO coverage for dependents, retirement savings benefits, and a rewarding culture that values wellness and well-being.

What are the key responsibilities of the OA Plan Implementation Associate?

Key responsibilities include establishing plan codes, conducting Accurint searches, configuring plan-level design provisions, performing Quality Assurance checks, managing communication and documentation, and assisting in training new hires.

What qualifications are required for the OA Plan Implementation Associate position?

A Bachelor's Degree is preferred, along with at least two years of relevant back-office experience, proficiency in Microsoft Office applications, and the ability to work effectively in a high-volume, deadline-oriented environment.

Is experience with data entry required for this role?

Yes, experience in data entry and back-office support is a minimum requirement for this position.

What is the working arrangement for this position?

The working arrangement is hybrid, meaning employees may work both on-site and from home depending on business needs.

Will there be any specific training provided for new employees?

Yes, the position includes extensive training resources and attendance at necessary training and development sessions.

What schedule flexibility is offered for this role?

Candidates must be amenable to working onsite and from home, as well as being available for a night shift schedule if needed.

How does Manulife approach diversity and inclusion in the workplace?

Manulife is committed to embracing diversity and fostering an inclusive work environment that values individuals from various backgrounds. They ensure fair recruitment, retention, and advancement practices are in place without discrimination.

Who should applicants contact for reasonable accommodation requests during the application process?

Applicants can contact a Human Resources representative or reach out to recruitment@manulife.com for reasonable accommodation requests.

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Manulife

Finance
Industry
10,001+
Employees

Mission & Purpose

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.