Bilingual Pension Administrator

Sun Life Financial; Montreal; Hybrid; CAD 53,000 - 82,000; Full time

Benefits offered by this job

Best Workplace award (Canada 2026)

Flexible benefits

Retirement and stock ownership program

Career development programs

Global Learning Centre access

Job summary

Sun Life Financial in Montreal is seeking a detail-oriented Payout Annuity Administrator to support retirement income solutions for annuitants across Canada. You will manage pension data, respond to internal inquiries, and ensure accurate processing in a fast-paced environment.

The role requires bilingualism (French/English), finance-related education, pension knowledge, and strong Excel skills. Hybrid work model with flexible benefits and growth opportunities.

Qualifications

• Bilingualism (French, English) required for frequent interactions with colleagues across Canada.
• Training/education in finance, accounting, actuarial science or business management.
• Knowledge of pension legislation and annuities.
• Administrative or customer service experience.
• Strong Excel skills (pivot tables, VLOOKUP).
• Experience in finance or accounting.

Responsibilities

• Set up and maintain annuitant member information on various systems.
• Respond to inquiries from internal business partners.
• Reconcile plans and handle changes to client files.
• Manage high-volume data using Excel spreadsheets.
• Investigate and resolve escalated issues and complaints quickly and accurately.
• Manage work priorities in a multifunctional environment.
• Deliver superior customer service to pensioners.
• Respond to client inquiries via the call center.

Skills

Bilingual English/French

Excel skills

Attention to detail

Education

Diploma or training in finance, accounting, actuarial science or business management

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

Location: Hybrid (Montreal) Group Retirement Services - Payout Annuity is seeking a detail-oriented Payout Annuity Administrator to support the administration and servicing of retirement income solutions for our annuitant members across Canada. In this role, you'll manage complex pension processes, maintain accurate member information systems, and deliver exceptional service to pensioners and internal partners. You'll need strong organizational skills, bilingual fluency, and a commitment to accuracy and quality in a fast-paced, multifunctional environment.

What will you do?

• Set up and maintain annuitant member information on various systems
• Promptly respond to inquiries from internal business partners
• Responsible for plan reconciliation and handling changes to client files
• Manage complex processes with high volume of data using Excel Spreadsheets
• Investigate and resolve escalated issues and complaints quickly and accurately
• Manage work priorities in a multifunctional environment
• Accountable to deliver superior customer service to future and existing pensioners
• Respond to client inquiries who contact our call center.

What do you need to succeed?

• Bilingualism (French, English) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada
• Diploma or training in finance, accounting, actuarial science or business management; or a solid understanding of pension plans
• Knowledge of pension legislation and annuities
• Administrative or customer service experience
• Strong Excel skills (pivot tables, VLOOKUP, etc.)
• Experience in finance or accounting

Competencies

• Ability to work under pressure, manage shifting priorities and remain organized in an ever-improving environment
• Analytical and problem-solving skills
• Attention to detail with a proven track record of superior quality working in a production environment

What’s in it for you:

• We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work!
• Flexible Benefits from the day you join to meet the needs of you and your family
• Retirement and stock ownership programs giving you the opportunity to maximize your finances by taking advantage of employer matching contributions
• Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more.
• Access to our Global Learning Centre, available 24/7 for your learning needs #LI-Hybrid

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. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 52,500/52 500 - 81,500/81 500 Job Category: Customer Service / Operations Posting End Date: 30/10/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers