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Financial Center Administrator

Financière Sun Life

C'est un Contrat job à Laval, QC publiée le mars 8, 2023.

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:

** Travel is expected to other Sun Life offices, regional/ national training sessions or meetings as required. This role requires to be in office and travel around the Greater Montreal region.

The role of the Financial Center 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 Financial Center 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 cheque 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 centre

  • Provide support for the recruiting function

  • Ability to provide basic on-site 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 time-management skills

  • Good problem-solving and decision-making 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 Windows 10, Microsoft Office (Word, Excel and Power Point), Outlook.

  • Ability to learn new PC tools quickly

  • Knowledge of Salesforce.com, SharePoint and Oracle would be an asset

  • 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 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

  • Bilingualism (French, English) required- interactions with English and French-speaking customers or partners

What's in it for you:

  • 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

  • Flexible Benefits from the day you join to meet the needs of you and your family

  • Pension, stock and savings programs to help build and enhance your future financial security

  • 10 days of vacation per year

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 thebrightside@sunlife.com.

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:

39,000/39 000 – 53,800/53 800

Job Category:

Sales – Distribution Support

Posting End Date: