Electronic File Analyst-3

6 months ago

Halifax, Canada Manulife Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

**Working Arrangement**

Hybrid

**The Opportunity**

As an integral part of Canadian Retirement Payroll team, the Electronic File Analyst is responsible for providing technical and analytical expertise to ensure the successful transmission and upload of electronic demographic and contribution data files on the Manulife administration system.

At the core, our strategy is to put the customer at the center of everything we do. We directly support the Canadian Retirement Businesses and strive to deliver exceptional service with every interaction to enable our strategies through the delivery of a world class customer experience.

**Responsibilities**
- Accurately and efficiently load demographic and contribution files and take immediate action on issues
- Accurately and consistently handle all reports generated from file uploads. Review and investigate reports to provide error analysis and identify negative member impacts
- Provide technical expertise on systems, file specifications, automatic file translators, file security protocols and manual/electronic updating procedures.
- Manage workload efficiently to ensure service standards are consistently met with utmost attention to detail and accuracy
- Liaise with clients, support, and internal partners teams on data, system, and file issues. Provide technical expertise in meetings with internal and external stakeholders
- Analyze file data to ensure compatibility with file specification and client structure. Perform data manipulation to put client’s data into proper file specifications.
- Analyze data extracts and member history for client requests and investigations.
- Consider downstream impacts of all file handling and ensure full compliance with required processes
- Process transactions, including but not limited to Participant Census data, allocation of contributions, profit shares and deferral matches, and updating of new enrollments
- Establish working knowledge of the policies, procedures, and quality control to process and approve various types of contributions, indicative data updates, new enrollments, loan repayments and funding methods
- Responsible for the timely and accurate completion of all transactions in accordance with RPS service standards and timeframes including client specific service standards as outlined in Service Agreement
- Ensure accurate and timely delivery of plan reporting requirements to client - demonstrate a clear understanding of the data being reflected; must be detail oriented
- Working knowledge of the effect of compensation on compliance tests - provide Compliance Department information necessary to complete these items
- Maintain client files according to department standards and update documentation as needed.

**How will you create impact?**

The Electronic File Analyst works within a very fast paced team where information integrity, effective problem-solving abilities, and responsiveness are critical to ensuring a positive service experience for the client while successfully controlling any financial or reputational risk to Manulife.

**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**

Attributes
- An aptitude for data analysis and reconciliation
- Excellent time management and organizational skills
- Ability to balance multiple competing priorities with quick turnaround times
- Results oriented with an excellent level of accuracy and attention to detail
- High level of technical proficiency
- Ability to anticipate potential issues, procedural gaps, and servicing needs
- Excellent interpersonal skills - able to cultivate and maintain strong partnerships with both internal and external customers
- Effective written and verbal communication skills

**Qualifications**:

- University degree or comparable experience
- Strong verbal and written communications skills
- Experience with Excel; preferably related to review, loading and/or manipulation of large data files requiring deep analysis and problem solving
- Self-starter with great initiative, ability to learn quickly and auton

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