Finance Operations Assistant

Sun Life; Waterford; On-site; EUR 38,000 - 51,000; Full time

Job summary

Sun Life Private Wealth invites applications for a Finance Operations Assistant role in Ireland. This entry-level, nine-month fixed-term contract supports treasury, cash management and daily financial operations under the Senior Finance Operations Specialist.

The role targets a Business, Finance, Accounting or Economics student or recent graduate with strong attention to detail and excellent data-entry accuracy. Proficiency in Excel and confidentiality are essential.

Qualifications

• University degree in Business, Finance, Accounting or Economics.
• 2+ years experience as a student intern in this field.
• Interest in Treasury, cash management or financial operations.
• Strong attention to detail and a high level of data-entry accuracy.
• Basic proficiency in Microsoft Excel and the ability to organize work, follow procedures and meet deadlines.

Responsibilities

• Set up and process wire transfers, including validating instructions, coordinating approvals and tracking completion.
• Complete accurate and timely Treasury data entry and assist with bank, cash and account reconciliations.
• Support daily cash management activities, including monitoring balances, updating cash positions and maintaining trackers.
• Administer incoming and outgoing Treasury transactions, including payments, receipts and transfers, and maintain supporting records.
• Review transactions for completeness and accuracy, investigate routine differences and escalat.
• Provide vacation and absence coverage for routine Treasury and Finance Operations activities using documented procedures.

Skills

Attention to detail

Data entry

Microsoft Excel

Education

University degree in Business, Finance, Accounting or Economics

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 provides additional transactional capacity and operational resilience within Treasury. It is intended to support timely client wire processing, prevent backlogs in Treasury operations, provide dependable coverage when Finance Operations Manager and Finance Operations Specialists are absent, and allow Finance Leaders to remain focused on higher-value and more complex responsibilities.

The Finance Operations Assistant is an entry-level role within the Sun Life Private Wealth Finance team, providing day-to-day Treasury, cash management and financial operations support. This opportunity is suited to a Business, Finance, Accounting or Economics student or recent graduate with an interest in Treasury and strong attention to detail.

The role supports accurate and timely processing, recording and reconciliation of Treasury transactions in accordance with established procedures and controls. This position reports to the Senior Finance Operations Specialist.

This is a nine-month fixed-term contract.

Key Responsibilities:

• Set up and process wire transfers, including validating instructions, coordinating approvals and tracking completion.
• Complete accurate and timely Treasury data entry and assist with bank, cash and account reconciliations.
• Support daily cash management activities, including monitoring balances, updating cash positions and maintaining trackers.
• Administer incoming and outgoing Treasury transactions, including payments, receipts and transfers, and maintain supporting records.
• Review transactions for completeness and accuracy, investigate routine differences and escalat
• Provide vacation and absence coverage for routine Treasury and Finance Operations activities using documented procedures.

Requirements:

• University degree in Business, Finance, Accounting or Economics
• 2+ years experience as a student intern working in this field
• Interest in Treasury, cash management or financial operations.
• Strong attention to detail and a high level of data-entry accuracy.
• Basic proficiency in Microsoft Excel and the ability to organize work, follow procedures and meet deadlines.
• Clear communication skills, sound judgment and the ability to handle confidential financial information responsibly.

Salary Range: 37,600.00 - 50,800.00 EUR Annual

At our company, we are committed to pay transparency and equity. Your actual base salary will be determined based on your unique skills, qualifications, experience, and education. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Sun Life Private Wealth, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

Job Category:

Finance

Posting End Date:

29/10/2026