Hybrid Bilingual Pension Payout Administrator

Sun Life Financial; Montreal; Hybrid; CAD 53,000 - 82,000; Full time

Benefits offered by this job

Best Workplace award (Canada 2026)

Flexible benefits

Retirement and stock ownership program

Career development programs

Global Learning Centre access

Job summary

Sun Life Financial in Montreal is seeking a detail-oriented Payout Annuity Administrator to support retirement income solutions for annuitants across Canada. You will manage pension data, respond to internal inquiries, and ensure accurate processing in a fast-paced environment.

The role requires bilingualism (French/English), finance-related education, pension knowledge, and strong Excel skills. Hybrid work model with flexible benefits and growth opportunities.

Qualifications

• Bilingualism (French, English) required for frequent interactions with colleagues across Canada.
• Training/education in finance, accounting, actuarial science or business management.
• Knowledge of pension legislation and annuities.
• Administrative or customer service experience.
• Strong Excel skills (pivot tables, VLOOKUP).
• Experience in finance or accounting.

Responsibilities

• Set up and maintain annuitant member information on various systems.
• Respond to inquiries from internal business partners.
• Reconcile plans and handle changes to client files.
• Manage high-volume data using Excel spreadsheets.
• Investigate and resolve escalated issues and complaints quickly and accurately.
• Manage work priorities in a multifunctional environment.
• Deliver superior customer service to pensioners.
• Respond to client inquiries via the call center.

Skills

Bilingual English/French

Excel skills

Attention to detail

Education

Diploma or training in finance, accounting, actuarial science or business management

Job description

Sun Life Financial in Montreal is seeking a detail-oriented Payout Annuity Administrator to support retirement income solutions for annuitants across Canada. You will manage pension data, respond to internal inquiries, and ensure accurate processing in a fast-paced environment.

The role requires bilingualism (French/English), finance-related education, pension knowledge, and strong Excel skills. Hybrid work model with flexible benefits and growth opportunities.