Financial Centre Administrator- Edmonton

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

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: This role is in office The role of the Financial Centre Administrator (FCA) is pivotal to the smooth and efficient operation of a Financial Centre (FC). 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.

Main accountabilities

• 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

Competencies

• 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

Qualifications

• 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

Why join Sun Life

• 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 friendly, collaborative and inclusive culture
• A collaborative and interactive team environment
• Being part of our journey in developing the next greatest digital experience
• Working together, sharing common values and encouraging growth & achievement
• Joining a reputable organization with over 150 years of history
• Certified Great Place to Work in Canada in 2026
• #LI-Onsite

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.

Salary Range: 50,500/50 500 - 69,200/69 200

Job Category: Sales - Distribution Support

Posting End Date: 21/10/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers