Financial Centre Administrator

Sun Life Financial; Toronto; Hybrid; CAD 46,000 - 67,000; Full time

Job summary

A leading financial services company in Toronto is seeking an FC Administrator to ensure smooth operations at their Financial Centre. The role involves administrative support, client interaction, and reporting. Ideal candidates will have a high school diploma, 3-6 years of experience, and strong organizational skills. A commitment to client service within a hybrid work environment is a must, with flexible benefits offered.

Benefits

Flexible Benefits

Networking opportunities

Inclusive work environment

Recognition as a Best Workplace

Support for mental health

Qualifications

• 3-6 years of experience or equivalent education and experience.
• Experience in client service roles or office environments.
• Experience reconciling accounts or financial transactions.

Responsibilities

• Provide administrative support aligned with policies.
• Handle client inquiries via phone and in-person.
• Report payments and manage expenses.

Skills

Client relationship skills

Communication skills

Organizational skills

Problem-solving skills

Time-management skills

Interpersonal skills

Education

High school diploma

College diploma or degree preferred

Tools

Microsoft Office (Word, Excel, PowerPoint)

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'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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

*** This is a 12 months contract opportunity ***

On-site position

Monday-Friday, 8:30 AM - 4:30 PM core hours required.

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?

• 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
• 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

Occasional Travel:

While primarily office-based, there may be infrequent opportunities for travel to other Sun Life locations or events, as business needs arise.

What’s in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well‑being, fostering a positive work culture, and achieving excellence in mental health

Salary Range: 46,900/46 900 - 66,300/66 300

Job Category: Sales - Distribution Support

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.