Financial Centre Admin: Client Services & Operations

Sun Life Financial; Edmonton; On-site; CAD 51,000 - 69,000; Full time

Job summary

Sun Life Financial in Edmonton seeks a Financial Centre Administrator to support client service and the daily operation of a Financial Centre. You will manage payments, reporting, mail, and facilities while maintaining strong partner relationships.

The role requires multitasking, initiative, and the ability to work independently with minimal supervision. Prior office and client-service experience is valued.

Qualifications

• High school diploma with 3–6 years of experience; degree or college diploma preferred
• Experience in an office environment, client service roles, or in a retail setting
• Experience reconciling accounts or financial transactions; ledger or bookkeeping experience is an asset
• Knowledge of financial planning and services is beneficial
• Experience in financial services or related industry is advantageous

Responsibilities

• Provide administrative and general office support aligned with Sun Life policies
• Answer calls and greet clients
• Report payments and manage expense cheque routines
• Process mail
• Facilities management of premises and equipment
• Administer client inventory and maintain info on targets and results
• Coordinate meetings and prepare reports

Skills

Client service

Communication

Organizational skills

Windows 10 & Office

Salesforce.com

SharePoint

Oracle

PC proficiency

Education

High school diploma

College diploma or degree preferred

Tools

Salesforce.com

SharePoint

Oracle

Windows 10

Microsoft Office

Job description

Sun Life Financial in Edmonton seeks a Financial Centre Administrator to support client service and the daily operation of a Financial Centre. You will manage payments, reporting, mail, and facilities while maintaining strong partner relationships.

The role requires multitasking, initiative, and the ability to work independently with minimal supervision. Prior office and client-service experience is valued.