Financial Center Administrator- Waterloo

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.

**Location**: This position is based downtown Waterloo. It's requested to work in office.

The role of the **Financial Centre 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 Financial Centre 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.

**Main accountabilities**:

- 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

**Competencies**:

- Client relationship skills and a client centric mindset
- Communication skills
- Interpersonal skills
- Organizational and time-management skills
- Problem-solving and decision-making skills
- 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

**Qualifications**:

- 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
- 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

**Why join Sun Life**:

- 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 friendly, collaborative and inclusive culture
- A collaborative and interactive team environment
- Being part of our journey in developing the next greatest digital experience
- Working together, sharing common values and encouraging growth & achievement

LI-Onsite

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several 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**:
42,200/42 200 - 56,900/56 900

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
22/08/2025