
Plan Design Analyst c2c jobs
Quezon City – Contract
Job Description:
We’re looking for a Canada Retirement – Plan Design Analyst to join our team at MBPS. In this role, you are responsible for reviewing the accuracy of the requirements from the clients and capturing all pertinent information into the systems based on the established guidelines and state regulations. Initiate requests for outstanding requirements and coordinate (either through email or callout) with the various New Business teams/distribution partners and clients if necessary, for the timely fulfillment of contracts or any requests.
Have the skills and knowledge for the job? Learn more about the opening below!
Key Responsibilities:
The Canada Retirement PDS function consists of client services and administration teams supporting both SLX and MPS (systems).
The team is responsible for the set-up and documentation of new clients and the maintenance of existing clients. Depending on the received request, the team processes MPS Booklets, advisor change and Compensation, New Business, Discontinuance, Amendments, Repricing and Fund Rationalization, SLX Discontinuance and Amendments.
Handle highly sensitive and heavily regulated funds
Consistently attain the service level set by the Company
Process and capture information to system according to established methods and procedures
Practice good judgment in processing cases
Perform thorough checking for every case and eliminate financial errors
Suggest ways on how to improve the current process and team metrics
Such other duties and functions as assigned by Operation Management
Qualifications:
College Graduate in any field
Knowledge of Group Retirement is an advantage
Strong analytical and problem-solving skills
Ability to pay close attention to detail with a high degree of accuracy
Fast Learner and can work with minimum supervision
Must be able to work on rotating shifts
Minimum Skills to Hire/Must Haves:
Proficiency in Microsoft Office applications (Word, PowerPoint, Excel)
Good multi-tasking skills and time management
Excellent verbal and written communication skills
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