Financial Center Administrator

3 days ago


Brampton, Canada Sun Life Full time

Job Description :** Please note that this is an in-office roleThe role of the FC Administrator is pivotal to the smooth and efficient operation of a Financial Centre. The focus ranges from supporting providing client service, reporting payments and administrative accountabilities. The FC administrator 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 proceduresAnswer telephone and greets clientsResponsible for reporting payments & expense cheque routinesProcess mailFacilities management (premises & equipment)Administration of client inventory Maintain information on targets and results as well as prepare reportsCoordinate meetingsContribute continuous improvement ideas and support initiatives for the financial centreProvide support for the recruiting functionAbility to provide basic on-site technical support/organizational acumen to escalate and engage technical partnersWhat do you need to succeed? Strong client relationship skills and a client centric mindsetStrong communication skillsStrong interpersonal skillsStrong organizational and time-management skillsGood problem-solving and decision-making skillsEnergetic, enthusiastic and have the ability to interact diplomatically with peopleAbility to work independently and with minimal direction and frequent interruptionsTeam player who is willing to contribute and help othersProficiency working with a PC. Good knowledge of Windows 10, Microsoft Office (Word, Excel and Power Point), Outlook.Ability to learn new PC tools quicklyKnowledge of Salesforce.com, SharePoint and Oracle would be an assetHigh school diploma with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferredExperience in an office environment, a client service roles, or in a retail storeExperience reconciling accounts or financial transactions – some ledger or bookkeeping experience would be an assetKnowledge of financial planning and services would be an assetExperience working in the financial services or service industry would be an assetUnique 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• The opportunity to move along a variety of career paths with amazing networking potential• Opportunity to give back to the communities in which we live, work, and do business in participating to volunteer opportunities• In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers.• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work. 



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