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Manulife

Junior Business Advisor

Manulife

. Process and analyze contract-level financial transactions, including fund changes, swaps, and IAT activities, ensuring accuracy and compliance with established SLAs .

Posted 11/6/2026full-timeQuezon City • PhilippinesJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing and analyzing financial transactions while ensuring compliance with established SLAs. Capable of identifying process gaps and recommending solutions to enhance service quality and operational efficiency.

Highest-signal resume keywords
Financial Transaction ProcessingQuality Review and ApprovalOperational ReportingProblem-Solving SkillsEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Transaction Processing ToolsFund Change OperationsData AnalysisQuality AssuranceOperational Compliance
Soft Skills
Attention to DetailTime ManagementTeam CollaborationAnalytical SkillsPrioritization Skills
Tools & Technologies
Desktop Computer Systems
Industry Keywords
Retirement OperationsPlan InquiriesClient Inventory RequestsFund MailingsService Level Agreements

About the role

Key responsibilities & impact
  • Process and analyze contract-level financial transactions, including fund changes, swaps, and IAT activities, ensuring accuracy and compliance with established SLAs
  • Handle retirement operations work types such as plan inquiries, client inventory requests, fund mailings, and fund-related transactions
  • Perform quality reviews and approvals on financial transactions, fund changes, plan amendments, and uncashed items within delegated authority limits
  • Manage fund change operations, including mailbox administration, gatekeeping activities, and PBC approval processes
  • Provide cross-functional support across Member, Payroll, and Sponsor services
  • Collaborate with teams to resolve operational issues
  • Support cross-training, knowledge sharing, and operational guidance as a subject matter expert
  • Identify process gaps, monitor trends, prepare operational reports, escalate system issues, and recommend solutions to improve service quality, productivity, and efficiency

Requirements

What you’ll need
  • Proficiency in desktop computer systems and transaction processing tools
  • Strong attention to detail and accuracy
  • Problem-solving and analytical skills
  • Effective time management and prioritization skills
  • Above-average communication skills
  • Strong team orientation and collaboration
  • Ability to pass required business unit English proficiency standards

Benefits

Comp & perks
  • Flexible work environment
  • Learning and career growth opportunities
  • Well-being and inclusion support
  • Equal opportunity employment
  • Reasonable accommodation during the application process