Payment Processing Administrator

Sun Life Financial; Montreal; On-site; CAD 45,000 - 64,000; Full time

Job summary

A leading financial services organization is seeking a Payment Processing Administrator for a one-year temporary position in Montreal. The role involves managing payment processes, including logging cheques, processing deposits, and ensuring compliance with quality standards. The ideal candidate will be bilingual in French and English and possess strong decision-making and problem-solving skills. The position requires in-office work up to 5 days a week, offering a collaborative environment and opportunities for personal development.

Benefits

Access to short-term assignments to develop skills

Collaborative team environment

Charitable giving program

Care Days for self-care and support

Qualifications

• Bilingualism (French and English) is required.
• Previous experience in a customer service or operational role is an asset.

Responsibilities

• Manage incoming and outgoing payments for various business lines.
• Log cheque details systematically.
• Process deposits accurately while maintaining quality standards.

Skills

Decision Making

Critical Thinking

Problem Solving

Personal Effectiveness

Quality and Accuracy

Technical Skills

Communication and Collaboration

Organizational and Time Management

Teamwork and Positive Attitude

Productivity and Consistency

Client-Focused Mindset

Adaptability and Multi-tasking

Initiative and Continuous Improvement

Tools

Excel

Outlook

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 1 year temporary position**

Location

In Office

The Payment Processing Administrator role offers an exciting opportunity to work in a fast paced, innovative, and dynamic team environment, providing support to Sun Life Business Units.

The Payments Processing Administrator role is responsible for processing incoming and outgoing payments for various lines of business within Sun Life. The successful applicant will work in a team environment to ensure service standards are met and strict quality targets are adhered to.

Main Accountabilities

Logging of cheques: The systematic recording of cheque details, including cheque number, date, amount, payee, and other relevant information. This creates a record for accounting and auditing purposes.

Process Deposits: The accurate handling and recording of funds received from clients. This involves verifying the deposit amount, crediting the appropriate account, and updating the account balance. It also includes scanning cheques, validating electronic transfers, and reconciling transactions to ensure accuracy and compliance with banking regulations.

Categorize cheque by line of business: The task of classifying cheques according to the specific department, division, or area of business they relate to within an organization. This helps in allocating funds and tracking expenses for different business segments.

Sorting: The process organizing documents, transactions, or data according to date, amount, type, or other relevant factors.

Premium Updates: The process of accurately allocating and updating premiums received for Client-Administered Group Benefit plans. This ensures that financial accounting records used for benefit calculations and advisor compensation are accurate and complete.

Tracking of time: The practice of recording and monitoring the amount of time spent on various tasks, projects, or activities.

Competencies

• Decision Making - Makes timely, well-reasoned decisions by analyzing problems, evaluating alternatives, and chooses the most appropriate course of action

• Critical Thinking - Objectively analyzes and evaluates complex information to form reasoned judgments

• Problem Solving - Identifies, analyzes, and resolves complex issues effectively and efficiently

• Personal Effectiveness - Takes responsibility, adapts to change, and retains essential information to meet high personal standards

• Quality and Accuracy - Ensures high standards by applying precise quality control, accurate record-keeping, and detailed data entry

• Technical Skills - Skilled in digital file preparation, data organization in Microsoft Excel, with foundational computer literacy and adaptability to new technologies

• Communication and Collaboration - Communicates clearly, values teamwork, and provides effective instruction to others

• Organizational and Time Management - Effectively prioritizes tasks and manages workload, meets deadlines consistently and efficiently, and utilizes tools and systems to stay organized and track progress.

• Teamwork and Positive Attitude - Collaborates effectively with colleagues and stakeholders, maintains a constructive and enthusiastic approach to work, and contributes to a positive team environment.

• Productivity and Consistency - Maintains high levels of output while ensuring accuracy, adapts to changing workloads without compromising quality, and demonstrates resilience and focus under pressure.

• Client-Focused Mindset - Commits to delivering high-quality work consistently, responds promptly and effectively to requests and deadlines, and strives for excellence in all aspects of service delivery.

• Adaptability and Multi-tasking - Thrives in fast-paced environments with shifting priorities, effectively manages multiple tasks and conflicting deadlines, and remains composed and efficient when faced with challenges.

• Initiative and Continuous Improvement - Proactively identifies opportunities for process improvement, suggests changes to enhance departmental efficiency, and demonstrates forward-thinking and innovative problem-solving skills.

Assets

• Knowledge of Excel and Outlook

• Knowledge of products and services offered by Sun Life

• An understanding of Insurance Business including Individual, Group Retirement Services & Group Benefits

Notes/Unique requirements

• Bilingualism (French, English, both oral and written) is required as the position reports to a unilingual English-speaking manager outside Quebec.

• Position requires candidate to work in office up to 5 days a week.

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.

Salary Range

45,100/45 100 - 63,700/63 700

Job Category

Customer Service / Operations

Posting End Date

01/01/2026