Financial Centre Administrator

2 months ago

Nanaimo, Canada Sun Life Full time

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.

Your role as the FC Administrator would be pivotal to the smooth and efficient operation of a Financial Centre.

Your focus would range from supporting providing client service, reporting payments and administrative accountabilities.

You would engage and maintains strong relationships with several business partners, to help create and maintain a positive and energetic work environment with opportunities to move your career ahead

Use your creativity, innovation, strong ability to multitask and your strong organizational and PC skills to help drive the FC's activities and success. You'll have the chance to engage with others in the FC on a daily basis as well as 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
- Facilities management (premises & equipment)
- Administration of client inventory
- Maintain information on targets and results as well as prepare reports
- Coordinate meetings
- Contribute continuous improvement ideas and support initiatives for the financial centre
- Provide support for the recruiting function
- Ability to provide basic on-site technical support/organizational acumen to escalate and engage technical partners

**What do you need to succeed?**
- Strong client relationship skills and a client centric mindset
- Strong communication skills
- Strong interpersonal skills
- Strong organizational and time-management skills
- Good problem-solving and decision-making skills
- Energetic, enthusiastic and have the ability to interact diplomatically with people
- Ability to work independently and with mínimal direction and frequent interruptions
- Team player who is willing to contribute and help others
- Proficiency working with a PC. Good knowledge of Windows 10, Microsoft Office (Word, Excel and Power Point), Outlook.
- Ability to learn new PC tools quickly
- High school diploma with 3-6 years of experience or an equivalent combination of education and experience - Degree or college diploma preferred
- Experience in an office environment, a client service roles, or in a retail store

assets:

- 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

**Unique requirements**:
Travel is expected to other Sun Life offices, regional/ national training sessions or meetings as required.

**What's in it for you?**
- 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.
- A caring, supportive, and inclusive culture
- Opportunity to give back to the communities in which we live, work, and do business in participating to volunteer opportunities
- Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions
- Flexible Benefits from the day you join to meet the needs of you and your family.
- We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

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**:
43,500/43 500 - 58,700/58 700

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
05/02/2024

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