Financial Centre Administrator

About Sun Life

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.

Sun Life is proud to be a hybrid organization that offers employees the choice and flexibility to work from both the office and virtually.

Position Overview: Financial Centre Administrator (12-Month Contract)

This is a 12-month contract position crucial for the smooth and efficient operation of a Financial Centre. The Financial Centre Administrator focuses on client service, payment reporting, and various administrative accountabilities, maintaining strong relationships with business partners to foster a positive work environment.

What You Will Do

• Provide comprehensive administrative and general office support, adhering to all Sun Life policies and procedures.
• Answer telephones, greet clients, and manage inbound/outbound communications.
• Responsible for reporting payments and processing expense cheque routines.
• Manage incoming and outgoing mail efficiently.
• Oversee facilities management, including premises and equipment maintenance.
• Administer client inventory records and ensure accuracy.
• Maintain information on targets and results, preparing regular reports as needed.
• Coordinate meetings, including scheduling and logistical arrangements.
• Contribute continuous improvement ideas and actively support initiatives for the financial centre.
• Provide basic on-site technical support and organizational acumen to escalate issues to technical partners.

What You Need to Succeed

• Strong client relationship skills and a client-centric mindset.
• Excellent communication and interpersonal skills.
• Superior organizational and time-management abilities.
• Good problem-solving and decision-making capabilities.
• An energetic, enthusiastic demeanor, with the ability to interact diplomatically with diverse individuals.
• Capacity to work independently with minimal direction and manage frequent interruptions effectively.
• A collaborative team player willing to contribute and support colleagues.
• Proficiency with PC applications, including Windows 10 and Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Ability to quickly learn new PC tools and software.
• Knowledge of Salesforce.com, SharePoint, and Oracle is an asset.
• High school diploma combined with 3-6 years of relevant experience, or an equivalent combination of education and experience. A degree or college diploma is preferred.
• Experience in an office environment, client service, or retail setting.
• Experience reconciling accounts or financial transactions; some ledger or bookkeeping experience is an asset.
• Knowledge of financial planning and services is an asset.
• Prior experience in the financial services or service industry is an asset.

Unique Requirements

Travel may be required to other Sun Life offices, regional/national training sessions, or meetings as necessary.

Key skills/competency

• Client Service
• Administrative Support
• Financial Reporting
• Office Management
• Microsoft Office
• Salesforce.com
• SharePoint
• Problem-Solving
• Time Management
• Interpersonal Skills