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Retirement Operations Advisor
On-site · Quezon City, Metro Manila, Philippines
Job Summary
Retirement Operations Advisor responsible for transactional processing of contributions, distributions, loans, rollovers and other plan transactions within the U.S. Retirement business, while ensuring high-quality customer experience, data integrity, regulatory compliance, and ongoing process improvements. Collaborates with internal stakeholders, supports inquiries, maintains participant records, and contributes to cross-functional projects to optimize operations in a dynamic retirement services environment for Manulife/John Hancock's FutureChoice Retirement Services team.
Required Qualifications
- Minimum 3 years industry experience in insurance, retirement, or financial services
- Knowledge or familiarity in 401(k) and pension plan administration
- AWS and Salesforce proficiency
- Proficiency in OMNI with solid end-to-end processing experience
Desired Qualifications
- Post-secondary education in business, finance, or a related field is preferred; equivalent work experience will also be considered.
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