Compliance Analyst

🔥 2 minutes ago

🍂 Massachusetts – Remote

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💵 $73.3k - $122.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚔 Compliance

🦅 H1B Visa Sponsor

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Logo of Manulife

Manulife

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Collecting, scrubbing, and uploading participant level account data with efficiency and accuracy • Communicating with plan sponsors and internal stakeholders via Parts+ recordkeeping system • Reading and comprehending retirement plan provisions from plan documents and amendments • Ensuring that reports are properly generated according to Eligibility, Compensation, and Contributions • Ensuring clients meet IRS requirements for compliance activities • Nondiscrimination testing, Loan Delinquency reporting, and Required minimum Distributions • Working with the Client Service Manager team & ERISA Government & Reporting team for accurate and timely nondiscrimination testing

🎯 Requirements

• Bachelor’s degree required • 5-7+ years working in a financial services operation’s environment • 5+ years working in Defined Contribution plan administration • 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 • mental health • vision • short- and long-term disability • life and AD&D insurance coverage • adoption/surrogacy and wellness benefits • employee/family assistance plans • retirement savings plans • pension/401(k) • global share ownership plan with employer matching contributions • financial education and counseling resources • generous paid time off program including up to 11 paid holidays • 3 personal days • 150 hours of vacation • 40 hours of sick time

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