Financial Center Administrator

sunlife; Ottawa; On-site; CAD 41,000 - 56,000; Full time

Benefits offered by this job

Flexible Benefits

Hybrid work arrangement

Job summary

Sun Life Financial is seeking a Financial Center Administrator for a 1-year contract, based in-office at Preston Street in Ottawa. The role pays about 48,500 CAD per year and focuses on seamless client service, reporting, and maintaining partnerships to foster a positive work environment.

The successful candidate will be organized, proactive and capable of independent work while collaborating with a team. Strong MS Office skills and bilingual communication are valued assets.

Qualifications

• Customer-focused administrator with strong communication and interpersonal skills.
• Experience in an office environment, customer service or retail.
• Proficient with Windows and Microsoft Office; able to learn new systems quickly.

Responsibilities

• Provide administrative support aligned with Sun Life policies and procedures.
• Answer phone calls and greet clients.
• Report payments, expense cheque routines, and client inventory administration.

Skills

Customer service

Office environment

Time management

MS Office

Communication

Independence

Education

College diploma preferred

Tools

Salesforce

SharePoint

Oracle

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

Employment type: 1-Year contract
Location: In-Office, Preston Street
Salary: 48,500$/year

As a Financial Center Administrator, you'll play a pivotal role to the smooth and efficient operation of our Financial Center.

The focus ranges from providing seamless client service, managing reporting and payments, and maintaining key business partnerships to create and maintain a positive and energetic work environment.

The successful candidate brings a creative, innovative mindset paired with exceptional organization and computer skills. They excel at prioritization with a sense of urgency, are able to work independently and take initiative, while collaborating effectively with other team members.

What will you do?

• Provide administrative and general office support aligned with Sun Life policies and procedures, including mail processing and client communication
• Answer phone calls and greet clients
• Responsible for reporting payments, expense cheque routines, and client inventory administration
• Maintain information on targets, results and prepare reports
• Oversee facilities management (premises & equipment)
• Coordinate meetings
• Contribute continuous improvement ideas and support initiatives for the financial centre
• Provide basic on-site technical support and possess the organizational acumen to elevate and engage technical partners as needed
• Provide support for the recruiting function

What do you need to succeed?

• Strong client-centric mindset with excellent communication and interpersonal skills
• Experience in an office environment, customer service or retail
• Solid organizational and time-management abilities, with good problem-solving and decision-making skills
• Proficiency with computer systems including Windows and Microsoft Office (Word, Excel, PowerPoint, Outlook) and ability to learn new systems quickly
• Energetic, enthusiastic, with the ability to interact diplomatically with people
• Collaborative nature, with a willingness to contribute and support others
• Ability to work independently with minimal direction and frequent interruptions

Assets

• Experience reconciling accounts or financial transactions - some ledger or bookkeeping experience would be an asset
• Knowledge of Salesforce, SharePoint and Oracle
• Bilingualism in French and English
• Knowledge of financial planning and services
• Experience working in the financial services or insurance industry
• College diploma preferred

Unique requirements

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

What's in it for you?

We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work! A caring, supportive, and inclusive culture Flexible Benefits from the day you join to meet the needs of you and your family.

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

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, scree