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:
Location: Downtown Montreal
***Please note that this position is in office***
Reporting to the Financial Centre (FC) Resource Team Leader (RTL) you will act as the face of the Financial Centre (FC) location; welcoming clients managing reception and supporting Financial Centre (FC) leadership Advisors and clients in the specific location.
What you will do:
Manage Advisor Office processes and reporting (10%)
Manage location Advisor charges and process expenses including administering Designated Area Licence Agreement (DALA) and maintaining the Financial Centre Records and Occupancy Reporting
On-site liaison Financial Centre renovations and ongoing deficiencies; submit work order requests for repairs at locations without RTL
Act as the face of Financial Centres in front of Clients (25%)
Welcome clients manage front reception including opening and closing location and directing clients as required
Manage and reconcile the local Financial Centre (FC) location bank accounts process daily bank deposits including money orders and third party reporting
Support the Resource Team Leader (RTL) with activities to manage the inventory block of clients including ensuring clients are properly assigned and released with Advisors; managing process and forms
Consistently exercise confidentiality and discretion in managing correspondence and information; escalate issues where appropriate
Provide recruiting coordination support (30%)
Assign new recruiting leads from national recruiting initiatives (campaigns job postings etc.) to the advisor recruitment consultant/ business development partner as appropriate
Support Advisor Recruiting Consultants for the Initial approval (Application Memorandum of Understanding and Outside Activities if applicable)
Support field leader(s) for candidates LLQP registration
Upload all required documents in Salesforce up to appointment approval
Support field leader with application for candidate Errors & Omission insurance at time of appointment
Order candidates computer
Liaise with head office teams throughout the process as required
Coordinate the interactions with candidates and field leaders to provide best in class candidate experience
Provide operational and administrative support to RTLs in managing day-to-day FC operations (35%)
Monitor and respond to the general email inbox sort and distribute Head Office (HO) mail receive and manage couriers efficiently respond to all incoming inquiries or requests for information; redirect to the appropriate person or area as needed
Provide accurate organized and efficient administrative support; maintain files and adhere to Sun Life records retention schedule practices; manage mail and supply rooms including accountable for the marketing material attestation process and care of Financial Centre (FC) supplie
Responsible of local equipment wipe down & reimage Support local leadership with presentations and administration of FC events and meetings (including support to aimed at coordinating events meetings for Advisor recruit referrals or hosting external guests and Head Office leaders)
Administer (new advisor) and (advisor termination) administrative processes including managing phones copier and security set up of client file transitions and retention
Act as member of FC Health and Safety committee including conducting required reviews and managing deficiencies Assist with on-site reporting and investigation as required in the event of a Business Continuity Crisis or Privacy Incident Management
Ensure optimal administrative level of effectiveness and efficiency in the Financial Centre (FC) location Responsible for the ordering of manager advisor and staff equipment (laptop desktop etc.) proper and complete return of equipment when manager advisors staff leave the organization.
What do you need to succeed:
High school diploma with 3-6 years of experience or an equivalent combination of education and experience - Degree or college
diploma preferred
Experience in an office environment a client service role 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
. Bilingualism (French English both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Strong experience in client service and an ability to contribute positively to the client experience
Ability to multitask prioritize and work in a fast-paced environment
Efficiently manage expectations/concerns through strong communication skills both verbal and written
Be an effective resource and flexible to adapt to changing work priorities of the executive(s) and leadership teams
Ability to work independently take initiative and prioritize work with a sense of urgency as required
Strong relationship building and management skills a team player with the ability to work effectively with all members of the Financial Centre (FC) location
Strong organizational skills and the ability to problem solve within their mandate
Skilled/proficiency with software applications/programs as required (i.e. MS Office etc.)
Ability to provide basic on-site technical support/organizational acumen to escalate and engage technical partners
Proficiency with the various operating systems and file structures (i.e. Windows Outlook etc.)
Ability to understand software and potentially manage equipment inventory
Financial acumen to reconcile bank accounts and determine expense calculations
Why join Sun Life:
Being a member of the Sun Life family a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly collaborative and inclusive culture
A collaborative and interactive team environment
Being part of our journey in developing the next greatest digital experience
Working together sharing common values and encouraging growth & achievement
#LI-Onsite
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 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 e-mail a request to .
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several 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:
43500/43 500 - 58700/58 700Job Category:
Sales - Distribution SupportPosting End Date:
25/07/2025Required Experience:
Unclear Seniority
Employment Type
Full-Time
