Contracting and Licensing Administration Support

Sun Life • Montreal, QC

3d • CA$45,100 - CA$63,700 • Hybrid

About The Position

This role is within the Contracting and Licensing team, focusing on managing critical administrative processes to ensure regulatory compliance and operational efficiency. The position involves direct interaction with advisors and internal stakeholders to maintain accurate records and streamline onboarding processes. The company emphasizes a supportive, flexible, and inclusive work environment where employees are encouraged to reach their full potential and make a difference in the lives of clients.

Requirements

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
• Strong organizational and prioritization skills with demonstrated ability to multitask and manage time effectively.
• Customer service orientation with high degree of focus; ability to work independently and collaboratively while taking accountability.
• Strong attention to detail with analytical thinking skills and adaptability to changing priorities.
• Basic knowledge of Microsoft systems.
• Keyboarding skills.

Responsibilities

• Reassign and manage emails through database inboxes and distribute inquiries to appropriate team members.
• Answer inquiries from National Accounts.
• Establish advisors in EIM/M2 systems and maintain current advisor records including address updates, terminations, and system error resolution.
• Collaborate with Compliance to ensure advisors are screened accordingly.
• Ensure all licensing requirements are met at time of onboarding and renewal.
• Ensure privacy and confidentiality guidelines are respected throughout all processes.
• Run daily and weekly system filters to identify compliance gaps and process errors.

Benefits

• Supportive, flexible, and inclusive work environment
• Opportunities for learning and growth
• Recognition for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health (Canada Order of Excellence for Mental Health at Work®)
• Incentive plans (discretionary, based on individual and company performance)
• Sales incentive plans for certain sales-focused roles
• Flexibility to work from both the office and virtually

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed