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Job title: Financial Centre Administrator
Company: Sun Life Financial
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:
About the role:
The role of the Financial Centre Administrator (FCA) is pivotal to the smooth and efficient operation of a Financial Centre.
This role focuses on providing customer service to clients, reporting payments and administrative accountabilities. The FCA maintains strong relationships with several business partners, to help create and maintain a positive and energetic work environment.
The successful applicant will be creative, an innovative thinker, ability to multitask with strong organizational and PC skills. Ability to work independently, take initiative and prioritize work with a sense of urgency as required.
What will you do?
- Provide administrative and general office support aligned with all Sun Life policies and procedures
- Answer telephone and greets clients
- Responsible for reporting payments & expense cheque routines
- Process mail and coordinate meetings
- Facilities management (premises & equipment)
- Administration of client inventory
- Maintain information on targets and results as well as prepare reports
- Contribute continuous improvement ideas and support initiatives for the financial centre
- Ability to provide basic on-site technical support/organizational acumen to escalate and engage technical partners
What you need to succeed?
- High school diploma with 2-4 years of experience or an equivalent combination of education and experience – Degree or college diploma preferred
- 2 years of experience with Outlook, Windows 10, and Microsoft Office (Proficient with Excel)
- 2 years of experience in an office environment, client service roles, or in a retail store
- Strong communication skills
- Strong client relationship skills and a client centric mindset
- Team player who is willing to contribute and help others
Preferred skills:
- Experience reconciling accounts or financial transactions (ledger or bookkeeping)
- Experience working in the financial services or service industry
- Knowledge of Salesforce.com, SharePoint and Oracle
- Energetic, enthusiastic and can interact diplomatically with people
Unique requirements:
- Travel is expected to other Sun Life offices, regional/ national training sessions or meetings as required
What’s in it for you:
- A friendly, collaborative, and inclusive culture
- A common-sense dress code, where you dictate how you dress based on your day
- An environment of continuous learning and improvement
- The opportunity to move along a variety of career paths with amazing networking potential
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 .
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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: 35,200/35 200 – 50,600/50 600
Job Category: Sales – Distribution Support
Posting End Date: 08/09/2021
Expected salary: $35200 – 50600 per year
Location: Ottawa, ON
Job date: Wed, 01 Sep 2021 06:19:10 GMT
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