Financial Centre Administrator

Sun Life Financial; Eastern Ontario; Hybrid; CAD 42,000 - 57,000; Full time

Job summary

A leading financial services company in Kingston seeks an FC Administrator to support operations and client relations. Candidates should have a high school diploma and 3-6 years of experience in office or client service roles. Proficiency in Microsoft Office is essential, while knowledge of Salesforce and Oracle is a plus. This position offers a hybrid work model and opportunities for personal growth.

Benefits

Opportunity to give back to communities

Incentive plans based on performance

Supportive and inclusive culture

Flexible work arrangements

Qualifications

• 3-6 years of experience in an office environment or client service roles.
• Experience with financial transactions or bookkeeping is an asset.

Responsibilities

• Provide administrative support aligned with all policies.
• Maintain relationships with business partners.
• Contribute improvement ideas for the financial centre.
• Coordinate meetings and maintain client inventory.

Skills

Strong client relationship skills

Strong communication skills

Strong organizational skills

Time-management skills

Problem-solving skills

Proficiency in Microsoft Office

Ability to learn new PC tools quickly

Strong interpersonal skills

Education

High school diploma

Degree or college diploma preferred

Tools

Microsoft Office

Salesforce.com

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\u2019ll 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\u2019ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. 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 escalate 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
• High school diploma with 3-6 years of experience or an equivalent combination of education and experience 1 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 1 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\u2019s in it for you?

• In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work
• Opportunity to give back to the communities in which we live, work, and do business in participating to volunteer opportunities
• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• A caring, supportive, and inclusive culture

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range: 42,200/42 200 - 56,900/56 900

Job Category: Sales - Distribution Support

Posting End Date: 05/10/2025