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.

Job Description:

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 minimal 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

Knowledge of Salesforce.com, SharePoint and Oracle would be an asset

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

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

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. We welcome applications from qualified individuals from all backgrounds.

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.com.

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