Financial Centre Administrator- Burnaby - Sun Life

    Sun Life
    Sun Life Burnaby, Canada

    1 week ago

    Default job background
    Temps plein
    Description

    Description

    de poste:

    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

  • 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

    • Act as the 'face' of Financial Centres in front of Clients

  • 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

    • Provide operational and administrative support to RTLs in managing day-to-day FC operations

  • 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.

    • What we need for this role:

  • 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

    • Unique requirements:

  • Fluent in English and Mandarin

    • 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

    L'échelle du salaire de base est pour l'emplacement principal du poste affiché. Elle peut varier selon l'emplacement du candidat sélectionné et d'autres facteurs. En plus du salaire de base, les employés admissibles de la Financière Sun Life participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l'employé et de la compagnie. Certains postes de vente participent à des programmes de rémunération incitative basés sur les résultats de vente individuels ou de groupe.

    Depuis toujours, la diversité et l'intégration sont au cœur des valeurs de la Financière Sun Life. Nous croyons qu'un effectif diversifié ayant des points de vue variés et des idées créatives est avantageux pour nos clients, pour les collectivités où nous exerçons nos activités, ainsi que pour nous tous, en tant que collègues. Nous accueillons avec enthousiasme les candidatures de personnes compétentes provenant de tous les horizons.

    Les personnes handicapées ayant besoin de mesures d'adaptation pour présenter leur candidature et celles qui doivent consulter les offres d'emploi sur un support de substitution peuvent envoyer leur demande par courriel à l'adresse ''.

    À la Sun Life, nous voulons créer un environnement de travail flexible où nos employés sont outillés pour donner le meilleur d'eux-mêmes. Nous offrons plusieurs options de travail flexibles selon les exigences du poste et les besoins individuels. N'hésitez pas à en discuter pendant le processus de sélection.

    Nous remercions tous les candidats de l'intérêt manifesté pour ce poste. Nous ne communiquerons qu'avec les personnes qui auront été retenues pour passer une entrevue.

    Échelle salariale:

    43,500/ ,700/58 700

    Catégorie d'emploi :

    Ventes - Soutien à la distribution

    Fin de l'affichage :

    08/05/2024