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- Manage location Advisor charges and process expenses including administering Designated Area Licence Agreement (DALA) and maintaining the Financial Centre Records and Occupancy Reporting
- On-site liaison Financial Centre renovations and ongoing deficiencies; submit work order requests for repairs at locations without RTL
- Welcome clients, manage front reception including opening and closing location and directing clients as required
- Manage and reconcile the local Financial Centre (FC) location bank accounts, process daily bank deposits including money orders and third party reporting
- Support the Resource Team Leader (RTL) with activities to manage the inventory block of clients, including ensuring clients are properly assigned and released with Advisors; managing process and forms
- Consistently exercise confidentiality and discretion in managing correspondence and information; escalate issues where appropriate
- Monitor and respond to the general email inbox, sort and distribute Head Office (HO) mail, receive and manage couriers, efficiently respond to all incoming inquiries or requests for information; redirect to the appropriate person or area as needed
- Provide accurate, organized, and efficient administrative support; maintain files and adhere to Sun Life records retention, schedule practices; manage mail and supply rooms, including accountable for the marketing material attestation process, and care of Financial Centre (FC) supplies
- Responsible of local equipment wipe down & reimage
- Support local leadership with presentations and administration of FC events and meetings (including support to aimed at coordinating events, meetings for Advisor recruit, referrals or hosting external guests and Head Office leaders)
- Administer (new advisor) and (advisor termination) administrative processes, including managing phones, copier, and security set up of client file transitions and retention
- Act as member of FC Health and Safety committee including conducting required reviews and managing deficiencies
- Assist with on-site reporting and investigation as required in the event of a Business Continuity Crisis or Privacy Incident Management
- Ensure optimal administrative level of effectiveness and efficiency in the Financial Centre (FC) location
- Responsible for the ordering of manager, advisor and staff equipment (laptop, desktop, etc.), proper and complete return of equipment when manager, advisors, staff leave the organization.
- 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 role, 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
- Must have a valid driver's license and have access to a car
- Fluent in English and Mandarin
- 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
Financial Centre Administrator- Vancouver - Richmond, Canada - Sun Life
Description
Job Description
:Location: This role requires to be in office only. Must be able to travel through Vancouver, Burnaby and Richmond locations.
What you wil do:
Manage Advisor Office processes and reporting
Act as the 'face' of Financial Centres in front of Clients
Provide operational and administrative support to RTLs in managing day-to-day FC operations
What we need for this role:
Unique requirements:
Why join Sun Life: