Taft Hartley

2 weeks ago


Halifax, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

Hybrid

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place

We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you

**The Opportunity
**The Taft-Hartley Transaction Plan Administrator is responsible for the timely and accurate a dministration of Taft-Hartley Retirement Plans. This role services USA participants and is part of the John Hancock Retirement Segment.

**Responsibilities**
- Ensure all payments are processed according to Plan Rules
- Responsible for the timely and accurate completion of all recordkeeping transactions (distributions, rollovers, Qualified Domestic Relations Orders) in accordance with service standards and timeframes including client specific service standards as outlined in Service Agreement if applicable; associates in this position will be responsible for doing a quality check on their peers’ processing
- Ensure quarterly participant statements are reviewed and released in accordance with service standards and timeframes.
- Timely resolution of Daily Errors and Stale Dated Checks
- Execution of monthly/quarterly Fee Processing
- Daily resolution of Special Handling check requests, if applicable
- Research / resolve all recordkeeping and plan administration issues in a timely, cost effective, professional manner
- Research and respond to call center research requests
- Coordinate with other departments as necessary to respond to special request and problem resolution on an ongoing basis
- Identify / implement opportunities for increased operational efficiencies
- Identify additional areas of training to improve customer service, quality, and efficiency
- Demonstrate full understanding of plan administration
- Monitor work queue daily to ensure all transactions are processed within service standards
- Maintain client files according to department standards, and update documentation as needed.
- Display a positive outlook, works well in team environment, is willing to share information, remains flexible in a changing environment and performs additional duties as needed
- Participate in ongoing training

**How will you create impact?**

The Taft-Hartley Transaction Plan Administrator is a key member of the Taft-Hartley Service Team, working closely with Client Service Managers and Relationship Managers. You will have direct impact on the lives of our participants through the timely processing of loans, withdrawals etc.

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes
- You thrive in teams and enjoy getting things done together
- You take ownership and build solutions, focusing on what matters
- You do what is right, work with integrity and speak up
- You share your humanity, helping us build a diverse and inclusive work environment for everyone

**What we are looking for**
- Experience in the financial services industry, specifically retirement services
- 401k retirement experience is an asset
- Exceptional attention to detail skills
- Can adapt easily to technology/ comfortable learning new systems
- Demonstrated ability to work in a team environment
- Demonstrated ability to work in high volume, deadline-oriented environment
- Outstanding communication & interpersonal skills

**What can we offer you?**
- A competitive salary and benefits packages
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills
- A focus on growing your career path with us
- Flexible work policies and strong work-life balance
- Professional development and leadership opportunities

**Our commitment to you**
- Values-first culture: We lead with our Values every day and bring them to life together.
- Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
- Continuous innovation: We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

LI-JH

LI-Hybrid

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

The annual base salary for this ro