Compliance Analyst

🕒 3 days 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

• Collect, scrub, and upload participant-level account data accurately and efficiently to meet management service levels • Communicate with plan sponsors and internal stakeholders through the Parts+ recordkeeping system • Read and interpret retirement plan provisions in plan documents and amendments • Generate reports according to eligibility, compensation, and employer contribution requirements • Calculate complex employer matching contributions, including Annual Match, Lookback Match, and Profit-Sharing contributions • Use pro rata, integrated, and straight allocation methods • Analyze and reconcile reporting related to nondiscrimination testing • Submit nondiscrimination testing reports to the Compliance & Government Reporting team • Resolve issues with the Compliance & Government Reporting team during testing runs • Perform other job-related duties and special projects as assigned • Support timely and accurate completion of nondiscrimination testing before IRS-mandated deadlines

🎯 Requirements

• Bachelor’s degree required • 5–7+ years working in a financial services operations environment • 5+ years working in Defined Contribution plan administration, preferably with a Third Party Administrator focus • Prior experience reading and interpreting 401(k) retirement plan documents required • Excellent data analysis and technology skills • Ability to organize, prioritize, and process multiple issues simultaneously • Demonstrated analytical and problem-solving skills in the financial services industry • Demonstrated excellence in written and verbal communication • Time-management focus with adherence to deadlines and timelines • Experience using ASC testing software highly preferred • ASPAA Certificate preferred

🏖️ Benefits

• Flexible work environment supporting well-being and inclusion • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and 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) • Statutory leaves of absence • Incentive compensation tied to business and individual performance • Learning and career growth opportunities

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