Financial Center Administrator

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

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:

The role of the FC Administrator is pivotal to the smooth and efficient operation of a Financial Centre. The focus ranges from supporting providing client service, reporting payments and administrative accountabilities. The FC administrator maintains strong relationships with several business partners, to help create and maintain a positive and energetic work environment.

The successful applicant will be creative, an innovative thinker, ability to multitask with strong organizational and PC skills. Ability to work independently, take initiative and prioritize work with a sense of urgency as required.

What will you do?

• Provide administrative and general office support aligned with all Sun Life policies and procedures


• Answer telephone and greets clients


• Responsible for reporting payments & expense cheque routines


• Process mail


• Facilities management (premises & equipment)


• Administration of client inventory


• Maintain information on targets and results as well as 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/organizational acumen to elevate and engage technical partners

What do you need to succeed?

• 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, enthusiastic and have the ability to interact diplomatically with people


• Ability to work independently and with minimal direction and frequent interruptions


• Team player who is willing to contribute and help others


• Proficiency working with a PC. Good knowledge of Windows 10, Microsoft Office (Word, Excel and Power Point), Outlook.


• Ability to learn new PC tools quickly


• Knowledge of Salesforce.com, SharePoint and Oracle would be an asset

What will be nice to have:

• High school diploma with 3-6 years of experience or an equivalent combination of education and experience - Degree or college diploma preferred


• Experience in an office environment, a client service roles, or in a retail store


• Experience reconciling accounts or financial transactions - some ledger or bookkeeping experience would be an asset


• Knowledge of financial planning and services would be an asset


• Experience working in the financial services or service industry would be an asset

Unique requirements:

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

What's in it for you?

• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.


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


• Pension, stock and savings programs to help build and enhance your future financial security.

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] .

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