Overview




Job title: Financial Center Administrator

Company: Sun Life Financial

Job description: You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll 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, you’ll 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:As the FC Administrator YOU are pivotal to the smooth and efficient operation of a Financial Centre. Your focus would range from supporting providing client service, reporting payments and administrative accountabilities. As the FC administrator you would maintain strong relationships with several business partners, to help create and maintain a positive and energetic work environment.What will you do?Provide administrative and general office support aligned with all Sun Life policies and proceduresAnswer telephone and greets clientsResponsible for reporting payments & expense cheque routinesProcess mailFacilities management (premises & equipment)Administration of client inventoryMaintain information on targets and results as well as prepare reportsCoordinate meetingsContribute continuous improvement ideas and support initiatives for the financial centreProvide support for the recruiting functionAbility to provide basic on-site technical support/organizational acumen to escalate and engage technical partnersWhat do you need to succeed?Strong client relationship skills and a client centric mindsetStrong communication skillsStrong interpersonal skillsStrong organizational and time-management skillsGood problem-solving and decision-making skillsEnergetic, enthusiastic and have the ability to interact diplomatically with peopleAbility to work independently and with minimal direction and frequent interruptionsTeam player who is willing to contribute and help othersProficiency working with a PC. Good knowledge of Windows 10, Microsoft Office (Word, Excel and Power Point), Outlook.Ability to learn new PC tools quicklyMore qualifications:High school diploma with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferredExperience in an office environment, a client service roles, or in a retail storeExperience reconciling accounts or financial transactions – some ledger or bookkeeping experience would be an assetKnowledge of financial planning and services would be an assetExperience working in the financial services or service industry would be an assetKnowledge of Salesforce.com, SharePoint and Oracle would be an assetWhat’s in it for you?Flexible Benefits from the day you join to meet the needs of you and your familyPension, stock and savings programs to help build and enhance your future financial securityWellness programs that support the three pillars of your health – mental, physical and financialFitness and wellness programs that help you balance work and life and enjoy a healthier lifestyleThe opportunity to move along a variety of career paths with amazing networking potentialAn environment of continuous learning and improvementAccess to our Global Learning Centre, available 24/7 for your learning needsBeing 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 livesA friendly, collaborative and inclusive cultureUnique requirements:Travel is expected to other Sun Life offices, regional/ national training sessions or meetings as required.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 e-mail 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: 40,000/40 000 – 54,000/54 000Job Category: Sales – Distribution SupportPosting End Date: 04/04/2024

Location: Windsor, ON

Job date: Wed, 27 Mar 2024 08:41:31 GMT