Financial Centre Administrator

Sun Life • Victoria, BC

1d • CA$24 - CA$34 • Hybrid

About The Position

The 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.

Requirements

• Strong client relationship skills and a client centric mindset
• Strong communication skills
• Strong interpersonal skills
• Strong organizational and time-management skills
• Good problem-solving and decision-making skills
• Energetic, enthusiastic and have the 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

Nice To Haves

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

Responsibilities

• 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

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: Mid Level
• Education Level: Associate degree