Manulife

Operations Specialist

Manulife

full-time

Posted on:

Location: Massachusetts • 🇺🇸 United States

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Salary

💰 $60,375 - $100,625 per year

Job Level

Mid-LevelSenior

About the role

  • Understanding of customized plan documents and amendments to ensure that reports are properly generated according to Eligibility, Compensation, and Annual Employer contributions requirements
  • Calculating complex employer matching contributions such as Annual Match, Lookback Match, and Profit-Sharing contributions utilizing pro rata, integrated and straight allocation methods
  • Analyze and reconcile all reporting related to non-discrimination testing & submit to the Compliance & Government Reporting team
  • Work with Compliance & Government Reporting team for any issues that may come up during their testing run
  • Perform other job-related duties and special projects as assigned

Requirements

  • Bachelor’s degree required
  • 3-5+ years working in a financial services operation’s environment
  • 1+ years working in Defined Contribution plan administration (Third Party Administrator focus preferred)
  • Prior experience reading and interpreting 401k Retirement Plan Documents required
  • Excellent data analysis and technology skills
  • Ability to organize, prioritize, and process multiple issues simultaneously
  • Demonstrated analytical / problem solving skills in the financial services industry
  • Demonstrated excellence in written and verbal communication
  • Time management focused adhering to deadlines and timelines
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