Compliance Analyst

🔥 1 hour ago

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Manulife

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• 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. • 5-7+ years working in a financial services operation’s environment. • 5+ 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.

🏖️ Benefits

• Health insurance • Dental insurance • Mental health coverage • Vision insurance • Short-term disability insurance • Long-term disability insurance • Life insurance • AD&D insurance • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Pension/401(k) savings plans • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays • 3 personal days • 150 hours of vacation • 40 hours of sick time (or more where required by law) each year • Full range of statutory leaves of absence

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