Client-Focused Financial Centre Admin & Operations

Sun Life Assurance Company of Canada; Victoria; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible Benefits

Pension

Stock and savings programs

Job summary

Sun Life Assurance Company of Canada is seeking an FC Administrator to ensure smooth operations in the Financial Centre. You will support client service, reporting payments, and administrative tasks while maintaining strong partnerships and a positive work environment.

The role requires multitasking, initiative, and strong organizational skills. Travel to other Sun Life offices and training sessions is expected as needed, with a focus on delivering efficient support and contributing to

Qualifications

• 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 and able to interact diplomatically with people
• Ability to work independently with minimal direction
• Team player who contributes to others' success
• Proficiency with Windows 10 and MS Office; able to learn new PC tools quickly
• Knowledge of Salesforce.com, SharePoint and Oracle is an asset

Responsibilities

• Provide administrative and general office support aligned with all Sun Life policies and procedures
• Answer telephone and greet clients
• Responsible for reporting payments and expense cheque routines
• Process mail
• Facilities management (premises and equipment)
• Administration of client inventory
• Maintain information on targets and results and 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 to engage partners

Skills

Client relationship

Communication

Interpersonal skills

Organizational skills

Time management

Independent work

Team player

PC proficiency

Salesforce.com

SharePoint

Oracle

Windows 10

Microsoft Office

Education

High school diploma with 3-6 years of experience

Degree or college diploma preferred

Tools

Salesforce.com

SharePoint

Oracle

Windows 10

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

Sun Life Assurance Company of Canada is seeking an FC Administrator to ensure smooth operations in the Financial Centre. You will support client service, reporting payments, and administrative tasks while maintaining strong partnerships and a positive work environment.

The role requires multitasking, initiative, and strong organizational skills. Travel to other Sun Life offices and training sessions is expected as needed, with a focus on delivering efficient support and contributing to