Financial Centre Administrator

Sun Life • Scarborough, ON

5d • CA$46,900 - CA$66,300 • Hybrid

About The Position

The role of the Financial Centre Administrator (FCA) is pivotal to the smooth and efficient operation of a Financial Centre. This role focuses on providing customer service to clients, reporting payments and administrative accountabilities. The FCA 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.

Requirements

• High school diploma with 2-5 years of experience or an equivalent combination of education and experience
• 2 years of experience with Outlook and Microsoft Office (Proficient with Excel)
• 2 years of experience in an office environment, client service roles, or in a retail store
• Strong communication skills
• Strong client relationship skills and a client centric mindset
• Comfortable working in a high paced, dynamic environment

Nice To Haves

• Degree or college diploma preferred
• Experience reconciling accounts or financial transactions (ledger or bookkeeping)
• Experience working in the financial services or service industry
• Knowledge of Salesforce.com, SharePoint and Oracle
• Energetic, enthusiastic and can interact diplomatically with people

Responsibilities

• Provide administrative and general office support that aligned with all Sun Life policies and procedures
• Answer telephone and greets clients
• Responsible for reporting payments & expense cheque routines
• Process mail and coordinate meetings
• Facilities management (premises & equipment)
• Administration of client inventory
• Maintain information on targets and results as well as prepare reports
• 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

Benefits

• Flexible Benefits from the day you join to meet the needs of you and your family.
• Pension, stock and savings programs to help build and enhance your future financial security.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED