Financial Centre Administrator

sunlife; Winnipeg; Hybrid; CAD 33,000 - 45,000; Full time

Benefits offered by this job

Flexible benefits from day one

Pension, stock and savings programs

Job summary

Sun Life Financial invites applications for the Financial Centre Administrator (FCA) role, pivotal to smooth operations and client service. You will handle payments reporting, administrative duties, and liaise with partners to maintain a positive work environment.

The position requires initiative, coordination, and strong PC skills. You will join a hybrid workplace with opportunities to support recruiting, improve processes, and deliver accurate reporting while delivering excellent client

Qualifications

• High school diploma with 2-5 years of experience or equivalent education/experience
• 2 years of experience with Outlook and Microsoft Office; proficient with Excel
• 2 years of office, client service, or retail experience
• Strong communication and client relationship skills
• Comfortable in a high-paced, dynamic environment

Responsibilities

• Provide administrative and general office support aligned with Sun Life policies
• Answer telephone and greet clients
• Report payments and expense cheque routines
• Process mail and coordinate meetings
• Facilities management (premises & equipment)
• Administer client inventory
• Maintain targets and results reports
• Contribute improvement ideas and support initiatives
• Provide support for recruiting functions
• Provide basic on-site technical support and organizational coordination

Skills

Outlook

Microsoft Office

Excel

Education

High school diploma

College diploma or degree preferred

Tools

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.

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 Financial Centre Administrator (FCA) is pivotal to the smooth and efficient operation of a financial centre. This role focuses on providing customer service to clients, reporting payments and administrative accountabilities. The FCA 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 that aligned with all Sun Life policies and procedures
• Answer telephone and greets clients
• Responsible for reporting payments & expense cheque routines
• Process mail and coordinate meetings
• Facilities management (premises & equipment)
• Administration of client inventory
• Maintain information on targets and results as well as prepare reports
• 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 2-5 years of experience or an equivalent combination of education and experience - degree or college diploma preferred
• 2 years of experience with Outlook and Microsoft Office (Proficient with Excel)
• 2 years of experience in an office environment, client service roles, or in a retail store
• Strong communication skills
• Strong client relationship skills and a client centric mindset
• Comfortable working in a high paced, dynamic environment

What will be nice to have?

• Experience reconciling accounts or financial transactions (ledger or bookkeeping)
• Experience working in the financial services or service industry
• Knowledge of Salesforce.com, SharePoint and Oracle
• Energetic, enthusiastic and can interact diplomatically with people

What's in it for you?

We're proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada

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].

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, screening, interview scheduling.

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

Hourly range

23.85/23,85 - 32.67/32,67

Job category

Sales