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Financial Centre Administrator
4 months ago
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.
- 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 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
- This is an office position (Work from Home not available)
**Manage Advisor Office processes and reporting (10%)**
- Manage location Advisor charges and process expenses including administering Designated Area Licence Agreement (DALA) and maintaining the Financial Centre Records and Occupancy Reporting
- On-site liaison Financial Centre renovations and ongoing deficiencies; submit work order requests for repairs at locations without RTL
**Act as the ‘face’ of Financial Centres in front of Clients (25%)**
- Welcome clients, manage front reception including opening and closing location and directing clients as required
- Manage and reconcile the local Financial Centre (FC) location bank accounts, process daily bank deposits including money orders and third party reporting
- Support the Resource Team Leader (RTL) with activities to manage the inventory block of clients, including ensuring clients are properly assigned and released with Advisors; managing process and forms
- Consistently exercise confidentiality and discretion in managing correspondence and information; escalate issues where appropriate
**Provide recruiting coordination support (30%)**
- Assign new recruiting leads from national recruiting initiatives (campaigns, job postings etc.) to the advisor recruitment consultant/ business development partner as appropriate
- Support Advisor Recruiting Consultants for the Initial approval (Application, Memorandum of Understanding, and Outside Activities if applicable)
- Upload all required documents in Salesforce up to appointment approval
- Liaise with head office teams throughout the process as required
**Provide operational and administrative support to RTLs in managing day-to-day FC operations (35%)**
- Provide accurate, organized, and efficient administrative support; maintain files and adhere to Sun Life records retention, schedule practices; manage mail and supply rooms, including accountable for the marketing material attestation process, and care of Financial Centre (FC) supplies
- 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
- Act as member of FC Health and Safety committee including conducting required reviews and managing deficiencies
- 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
- Responsible for the ordering of manager, advisor and staff equipment (laptop, desktop, etc.), proper and complete return of equipment when manager, advisors, staff leave the organization.
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**:
42,600/42 600 - 56,500/56 500
**Job Category**:
Sales - Distribution Support
**Posting End Date**:
29/03/2023
