Middle Office Onboarding Specialist
Company 1 - The Manufacturers Life Insurance Company
Apply to this jobPosition Responsibilities
- Execute end-to-end onboarding and implementation activities for fund and retirement products.
- Coordinate with clients, internal teams, custodians, brokers, and external partners to ensure timely account setup and onboarding completion.
- Review and validate documentation while ensuring compliance with KYC/AML and regulatory requirements.
- Perform system configuration, data validation, reconciliations, and support data conversions across multiple platforms.
- Identify operational risks, resolve complex issues, and drive continuous process improvement through automation and AI-enabled solutions.
Required Qualifications
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
- 3–5 years of experience in Onboarding, Middle Office, Investment Operations, or related financial services functions.
- Knowledge of fund onboarding, retirement plans (401(k)/Defined Contribution), or the investment trade lifecycle.
- Strong analytical, problem-solving, and data management skills.
- Experience working with financial systems, operational platforms, and large datasets.
- Excellent communication and stakeholder management skills.
- Willingness to work on a night shift schedule and adapt working hours based on business needs.
Preferred Qualifications
- Experience supporting investment management, retirement, or asset servicing operations.
- Advanced proficiency in MS Excel and exposure to Power BI, Power Apps, or similar reporting tools.
- Knowledge of financial platforms such as Bloomberg, Aladdin, SimCorp, or equivalent systems.
- Familiarity with custodians, brokers, payroll providers, and retirement services organizations.
- Experience driving process improvement, automation initiatives, or AI-enabled operational efficiencies.
- Working knowledge of trade lifecycle management, reconciliations, and settlements.
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
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 hr@manulife.com.
Working Arrangement
Summary
Manage onboarding, process improvement, and compliance in investment operations.
Job title
Middle Office Onboarding Specialist
Experience level
3-5 years
Minimum experience
3+ years exp
Industry
financial services
Location requirements
Quezon City, Lapu Lapu City, Cebu City; hybrid work allowed
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Quezon City, Metro Manila, Philippines
Lapu-Lapu City, Cebu, Philippines
Cebu City, 6000 Cebu, Philippines