Bilingual Administrative Consultant (Group Benefits)

Sun Life Financial; Montreal; Hybrid; CAD 56,000 - 93,000; Full time

Job summary

A leading financial services firm in Canada seeks an experienced Administrative Consultant to manage group benefits for clients. The role requires bilingualism in French and English and involves client relationship management and data handling within a hybrid work environment. Ideal candidates will have strong problem-solving abilities and at least 5 years of relevant experience.

Benefits

Flexible Benefits

Supportive and inclusive culture

Networking opportunities

Qualifications

• 5 years client relationship management experience required.
• Strong team player; adaptable to changing priorities.
• Ability to work under pressure with a high degree of accuracy.

Responsibilities

• Manage inquiries from Plan Sponsors and Plan Members.
• Utilize project management to execute annual events.
• Provide support and education to Plan Sponsors.

Skills

Bilingualism (French, English)

Client relationship management

Data management tools

Problem solving skills

Ability to multitask

Team player

Tools

Excel

HR benefits administration systems

OASIS

SIEBEL

Job description

Overview

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:

Location: hybrid

Position: Administrative Consultant (Group Benefits) – the key contact for external clients’ outsourced group benefits administration services. The incumbent is responsible to plan and execute the ongoing administration management of new and existing AdminPlus clients, develop member communication strategies, document administrative processes for the supporting admin operations team, partner with the AdminPlus customer care centre, analyze trends/issues/successes on the portfolio and ensure data integrity. The role also collaborates with the implementation team for the onboarding of new AdminPlus clients.

This role blends providing customized support, information and training to AdminPlus plan sponsors throughout the annual benefit enrolment cycle and during other member events (e.g., New hires, life events, terminations, severances, annual salary increases, etc). The incumbent is expected to plan, build, test, create processes and consult with our business partners on communication, legal, contracts, compliance and IT.

What will you do?

• Utilize project management methodology to address annual events such as re-enrolments and new client installations and all client/member mass mailings (i.e. planning, communication, training, client requirements and execution)

• Manage Plan Sponsor inquiries through all incoming mediums including potential interaction with Plan Members

• Apply problem solving methodology to resolve adhoc issues

• Provide initial and ongoing support to Plan Sponsors

• Provide Member education and support (includes: face to face, written and verbal means)

• Interact with individual plan members through employee life cycle (new hires, life events, retirement/termination, and ongoing member changes)

• Establish and participate in the evolving processes and materials for this specialized product offering (i.e. work flow, training, processes, execution, operational excellence and quality assurance)

• Provide input to the creation of customized forms, letters and other communication materials

What do you need to succeed?

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide

• 5 years client relationship management experience

• Proficiency with data management tools such as Excel

• Ability to analyze, organize, prioritize and problem solve

• Ability to work with some degree of flexibility in order to manage continually changing priorities

• Ability to multitask and work under pressure while maintaining a high degree of accuracy

• Must have a positive attitude, a commitment to quality service and be able to cope with the stress inherent in the nature of multitasking and meeting client deadlines

• Strong team player, with a high interest in working in cross-functional team environment

Assets:

• Group Benefits administration knowledge

• Flex Benefits knowledge

• HR benefits administration system knowledge

• Knowledge of methodologies and techniques for participating in workshops and testing deliverables

• Knowledge of existing SLF systems, OASIS, GBA & Member Enrolment Web applications, Chess, SIEBEL and Genesis would be an asset

Unique requirement:

• Overtime may be required as dictated by work

Reasons why you should join us under the sun:

• The opportunity to move along a variety of career paths with amazing networking potential

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

• A caring, supportive, and inclusive culture

• 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 e-mail a request to [e-mail].

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: 56,000 - 93,000

Job Category: Customer Service / Operations

Posting End Date: 19/09/2025