Taft-Hartley Plan Administrator

The Opportunity
The Taft-Hartley Transaction Plan Administrator is responsible for the timely and accurate administration of Taft-Hartley Retirement Plans. This role services US Participants and is part of Manulife John Hancock Retirement.

Responsibilities

• Ensure all payments are processed according to Plan Rules

• Responsible for the timely and accurate completion of all recordkeeping transactions (distributions, rollovers, Qualified Domestic Relations Orders) in accordance with service standards and timeframes including client specific service standards as outlined in Service Agreement if applicable; associates in this position will be responsible for doing a quality check on their peers’ processing

• Ensure quarterly participant statements are reviewed and released in accordance with service standards and timeframes.

• Timely resolution of Daily Errors and Stale Dated Checks

• Execution of monthly/quarterly Fee Processing

• Daily resolution of Special Handling check requests, if applicable

• Research/resolve all recordkeeping and plan administration issues in a timely, cost effective, professional manner

• Research and respond to call center research requests

• Coordinate with other departments as necessary to respond to special request and problem resolution on an ongoing basis

• Identify / implement opportunities for increased operational efficiencies

• Identify additional areas of training to improve customer service, quality, and efficiency

• Demonstrate full understanding of plan administration

• Monitor work queue daily to ensure all transactions are processed within service standards

• Maintain client files according to department standards, and update documentation as needed.

• Display a positive outlook, works well in team environment, is willing to share information, remains flexible in a changing environment and performs additional duties as needed

• Participate in ongoing training

What motivates you?

• You obsess about customers, listen, engage and act for their benefit

• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes

• You thrive in teams and enjoy getting things done together

• You take ownership and build solutions, focusing on what matters

• You do what is right, work with integrity and speak up

• You share your humanity, helping us build a diverse and inclusive work environment for everyone

Required Qualifications:

• Post-secondary education or high school diploma and equivalent business experience

• Financial Services/Customer Service experience

• Exceptional attention to detail

• Can adapt easily to technology/comfortable learning new systems

• Demonstrated ability to work in high volume, deadline-oriented environment

• Outstanding communication & interpersonal skills

• Demonstrated passion for providing client-centric solutions

• Propensity to work collaboratively, within team and with members of other teams

• Excellent time management

• Adaptable and flexible in responding to deadlines on assignments and workflow fluctuations

• Self-motivated, organized and results-oriented

Preferred Qualifications

• 2+ years’ experience in US Retirement

• 401K certification

What can we offer you?

• A competitive salary and benefits packages

• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills

• A focus on growing your career path with us

• Flexible work policies and strong work-life balance

• Professional development and leadership opportunities

Our commitment to you

• Values-first culture: We lead with our Values every day and bring them to life together.

• Boundless opportunity: We create opportunities to learn and grow at every stage of your career.

• Continuous innovation: We invite you to help redefine the future of financial services.

• Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.

• Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

#LI-JH

#LI-Hybrid

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.