Financial Centre Administrator
Financial Centre Administrator
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues experts in their fields who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
Please note that this is a fulltime 12 months contract position.
The role of the FC Administrator is pivotal to the smooth and efficient operation of a Financial Centre.
The focus ranges from supporting providing client service reporting payments and administrative accountabilities. The FC administrator maintains strong relationships with several business partners to help create and maintain a positive and energetic work environment.
The successful applicant will be creative an innovative thinker ability to multitask with strong organizational and PC skills. Ability to work independently take initiative and prioritize work with a sense of urgency as required.
What will you do
Provide administrative and general office support aligned with all Sun Life policies and procedures
Answer telephone and greets clients
Responsible for reporting payments & expense routines
Process mail
Facilities management (premises & equipment)
Administration of client inventory
Maintain information on targets and results as well as prepare reports
Coordinate meetings
Contribute continuous improvement ideas and support initiatives for the financial center
Provide support for the recruiting function
Ability to provide basic onsite technical support/organizational acumen to escalate and engage technical partners
What do you need to succeed
Strong client relationship skills and a client centric mindset
Strong communication skills
Strong interpersonal skills
Strong organizational and timemanagement skills
Good problemsolving and decisionmaking skills
Energetic enthusiastic and have the ability to interact diplomatically with people
Ability to work independently and with minimal direction and frequent interruptions
Team player who is willing to contribute and help others
Proficiency working with a PC. Good knowledge of Microsoft Office (Word Excel and Power Point) Outlook.
Ability to learn new PC tools quickly
Knowledge of Salesforce SharePoint and Oracle would be an asset
High school diploma with 36 years of experience or an equivalent combination of education and experience Degree or college diploma preferred
Experience in an office environment a client service roles or in a retail store
Experience reconciling accounts or financial transactions some ledger or bookkeeping experience would be an asset
Knowledge of financial planning and services would be an asset
Experience working in the financial services or service industry would be an asset
Unique requirements:
Travel is expected to other Sun Life offices regional/ national training sessions or meetings as required.
Why join us under the Sun
Being a member of the Sun Life family a group of people united by our Purpose: to help Clients and Employeesachieve lifetime financial security and live healthier lives.
The opportunity to move along a variety of career paths with amazing networking potential.
An environment of continuous learning development and improvement
We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may email a request to .
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
45300//61 100Job Category:
Sales Distribution SupportPosting End Date:
08/04/2025Required Experience:
Unclear Seniority
Employment Type
Full-Time
