Senior CSC Administrator

Sun Life; Toronto; Hybrid; CAD 49,000 - 81,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a CSC Senior Administrator to assist clients with their financial security and asset consolidation needs. The ideal candidate will have strong communication skills, experience in fast-paced administrative roles, and knowledge of retirement and insurance products. This full-time position offers a competitive salary and the flexibility to work remotely from home, promoting overall employee wellness.

Benefits

Comprehensive flexible benefits

Time off (15 days vacation per year)

Virtual / remote work options

Qualifications

• Strong communication and customer service skills.
• Ability to manage tight deadlines in a busy environment.
• Demonstrated knowledge of retirement and insurance products.

Responsibilities

• Assist clients with asset consolidation needs.
• Peer review asset consolidation forms and identify issues.
• Follow up with financial institutions on asset transfers.

Skills

Excellent verbal and written communication skills

Experience in fast-paced administrative roles

Knowledge within the financial services industry

Ability to peer review documents

Proficiency with computer systems

Bilingual (English and French)

Tools

Salesforce

Job description

Job Description :

Full-time contract : 18-month

At Sun Life Financial the Client is at the center of everything we do. As a CSC Senior Administrator your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier this role you will play an integral role supporting members with asset consolidation needs and encouraging them to consult with a licensed consultant who can detail wealth and / or insurance solutions relevant to their personal situation.

You are a strong communicator who possess superior customer service skills and consistently demonstrate professionalism.

You are able to demonstrate the flexibility to adapt within an ambiguous environment with shifting priorities. An Administrator uses active listening to understand our clients unique situations and highlight the importance of receiving professional advice. As a member of the Client Solutions Centre (CSC) team you will benefit from our culture of coaching and support in order to empower you to make a difference in our clients lives.

What will you do

• Assist Sun Life members of our Group Retirement plans and assist them with their transfer-in requests and RIF LIF setup by acting as the administrator who peer reviews supporting documents
• You will peer review asset consolidation / RIF LIF forms and identify NIGOs
• You will assign NIGOs to our consultants to contact members and help fix any issues
• You will also follow up with other financial institutions to help facilitate the successful consolidation of external assets being transferred to Sun Life
• Foster and participate in a work environment that values people invites creativity and celebrates learning
• Contribute to the CSCs ongoing success by sharing feedback and providing insights that will help to improve our client experience

What do you need to succeed

• Excellent verbal and written communication skills with the ability to build credibility and rapport
• Experience in fast-paced administrative roles demonstrating ability to manage tight deadlines and high volumes
• Knowledge / experience within the financial services industry
• Knowledge of wealth savings transfer-ins retirement or insurance products
• Ability to peer review documents contact institutions and handle other administrative tasks
• Proficiency with computer systems particularly Salesforce is an asset
• Able to speak both English and French is an asset

What Sun Life offers

• A focus on the mental physical and financial health and wellbeing of our Employees; helping you to bring your best self to work
• Ability to work virtually / remote from your dedicated home office based on business and Client needs
• The opportunity to move along a variety of career paths with amazing networking potential within a supportive and inclusive culture
• Competitive salary with comprehensive flexible benefits including options for medical dental life critical illness Lumino Tele-Health Virtual Care and more.
• Time off giving you the flexibility to focus on the moments that matter. 15 days vacation per year.

#LI-Hybrid

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 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 .

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

49000 / 49 000 - 80200 / 80 200

Job Category

Customer Service / Operations

Posting End Date

04 / 10 / 2025

Required Experience

Senior IC

Key Skills

• Leadership skills
• Communication skills
• Diary Management
• GAAP
• Accounting
• ocacle
• Payroll admin
• Performance Management
• Human Resources
• Supervising Experience
• Financial Planning
• Writing Skills

Employment Type

Full-Time

Experience

years

Vacancy

1