Plan Design and Analysis Expert
7 days ago
Job Overview:
As a Canada Retirement - Plan Design Analyst at Manulife Financial Corporation, you will play a crucial role in ensuring the accuracy and completeness of client information in our systems.
Key Responsibilities:
Set up and document new clients, and maintain existing clients in our system.
Process various types of client requests, including MPS Booklets, advisor change and Compensation, New Business, Discontinuance, Amendments, Repricing, and Fund Rationalization.
Work closely with internal teams to ensure timely fulfillment of contracts and client requests.
Maintain accurate records and documentation throughout the process.
Requirements:
College graduate in any field with strong analytical and problem-solving skills.
Knowledge of Group Retirement and proficiency in Microsoft Office applications (Word, PowerPoint, Excel) an asset.
Excellent communication and organizational skills with ability to work independently and as part of a team.
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