ISO Specialty Skills Associate (Tax and Controls)

Sun Life; Waterloo; Hybrid; CAD 45,000 - 75,000; Full time

Job summary

A leading company in financial services is seeking an ISO Specialty Skills Associate to support Life Insurance and Health insurance products. You will play a crucial role in tax reporting and enhancing client satisfaction, while working collaboratively in a dynamic team environment. This full-time position offers abundant opportunities for learning and growth, contributing to the overall success and well-being of clients.

Benefits

Access to short-term assignments across the organization

Care Days for self-care or support

Charitable giving matching through You Give, We Give program

Qualifications

• Strong communication and relationship skills.
• Attention to detail and ability to manage time effectively.
• Experience in customer service and problem-solving.

Responsibilities

• Calculate policy tax values and manage system controls.
• Provide exceptional client service through verbal and written communication.
• Learn tax rules and their implications on products.

Skills

Communication

Customer Service

Attention to Detail

Problem Solving

Education

Relevant degree or equivalent experience

Job description

ISO Specialty Skills Associate (Tax and Controls)

Join to apply for the ISO Specialty Skills Associate (Tax and Controls) role at Sun Life

ISO Specialty Skills Associate (Tax and Controls)

2 days ago Be among the first 25 applicants

Join to apply for the ISO Specialty Skills Associate (Tax and Controls) role at Sun Life

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:

Our Individual operations associate supports Life Insurance, Health insurance, and Guaranteed Savings and Retirement products. In this role, you will positively impact the lives of our Clients and Advisors by providing accurate and timely tax reporting and calculations. You will also focus on processing unique requests as well as proactively managing our system controls.

What You Will Do

• Develop knowledge of our products and systems to understand the nuances to consider and what to look out for when processing requests and handling controls.
• Learn complex tax rules and their implications to our products and procedures.
• Calculate policy tax values and deliver requests accurately, while maintaining various systems up to date and continuously identify opportunities to improve our processes.
• Leverage your customer service skills to provide exceptional service to our Clients and Advisors, both in verbal and written communication
• Use your attention to detail and time management skills to deliver requests accurately and efficiently.
• Participate a rotational phone schedule to ensure coverage from 8am to 5pm.
  
  

What do you need to succeed?

• Client-First Approach – You have strong communication and relationship skills. You go the extra mile to make sure we’re doing what’s right for both Clients and our business.
• Taking Ownership – You provide timely and accurate information. You take ownership of your work to make sure we’re doing what’s right for both Clients and our business. You validate assumptions to ensure you’ve hit the mark. You raise risks and concerns.
• Relationship Builder – You are a team player and have excellent communication skills. You actively participate in discussions and show respect for others’ perspectives and ideas.
• Continuous Learner – You are curious. You ask questions to understand our business, constantly improve your knowledge to identify and raise risks, concerns, and improvement opportunities. You learn and use technology efficiently and effectively.
• Problem Solver – You ask questions and seek out the ‘why’ to better understand. You take ownership and confirm priorities to meet business objectives. You drive outcomes and manage your time well and deliver accurately.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
  
  

Who You Are:

• You like math. You can connect the dots to make sure things hold together and can identify when something doesn’t. You have a strong attention to detail.
• You drive to outcomes. You manage your time effectively and deliver accurately. You take ownership and confirm priorities of work to meet business objectives.
• You are curious. You ask questions to understand. You seek out the ‘why’ to better understand.
• You put our Clients first. You have strong communication and relationship skills. You go the extra mile because it's the right thing to do.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.
• It’s considered an asset if you are bilingual and/or have prior life insurance and investment knowledge.
• Ability to work overtime when needed, particularly during tax season (January to April).
  
  

What’s in it for you?

• We’re proud to be recognized as a company with a 2024 Most Trusted Executive team by Great Place to Work Canada
• Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
• A collaborative and interactive team environment
• Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.
  
  

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:

45,600/45 600 - 74,700/74 700

Job Category:

Customer Service / Operations

Posting End Date:

24/06/2025

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Financial Services and Insurance

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