Full Time Finance Officer

3 weeks ago


Vancouver BC, Canada Sun Life Financial Full time

Apply locations Burnaby, British Columbia Richmond, British Columbia time type Full time posted on Posted Yesterday job requisition id JR00095675 You are as unique as your background, experience and point of view. 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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Location: This role requires to be in office only. Manage Advisor Office processes and reporting
On-site liaison Financial Centre renovations and ongoing deficiencies; Manage and reconcile the local Financial Centre (FC) location bank accounts, process daily bank deposits including money orders and third party reporting
Provide operational and administrative support to RTLs in managing day-to-day FC operations
Monitor and respond to the general email inbox, sort and distribute Head Office (HO) mail, receive and manage couriers, efficiently respond to all incoming inquiries or requests for information; Provide accurate, organized, and efficient administrative support; Responsible of local equipment wipe down & reimage
Support local leadership with presentations and administration of FC events and meetings (including support to aimed at coordinating events, meetings for Advisor recruit, referrals or hosting external guests and Head Office leaders)
Administer (new advisor) and (advisor termination) administrative processes, including managing phones, copier, and security set up of client file transitions and retention
Assist with on-site reporting and investigation as required in the event of a Business Continuity Crisis or Privacy Incident Management
Ensure optimal administrative level of effectiveness and efficiency in the Financial Centre (FC) location
Experience in an office environment, a client service role, or in a retail store
Experience reconciling accounts or financial transactions – some ledger or bookkeeping experience would be an asset
Knowledge of financial planning and services would be an asset
Experience working in the financial services or service industry would be an asset
Fluent in English and Mandarin

Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
Being part of our journey in developing the next greatest digital experience
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. 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. 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 thebrightside@sunlife.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.
Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.


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