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Kitchener

    GRS Implementation Specialist - Waterloo, Canada - Sun Life

    Sun Life
    Sun Life Waterloo, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    Job Description

    :

    The Group Retirement Services Implementation Specialist is accountable for the accurate and timely installation of new CA clients, and major revisions to existing CA clients. They are responsible for managing all components of their assigned projects, working in partnership with our clients, Advisors, Consultants, Business Development, and all internal stakeholders to deliver quality business solutions.

    Main Accountabilities:

  • Define quality business solutions, using standard offerings and service capabilities
  • Manage all phases of assigned projects from initiation to closure, applying Project Management best practices e.g. planning, scheduling, and risk management
  • Define plan structures and map all client requirements
  • Create and maintain project plans and timelines that clearly outline task assignments/ownership, deliverables and targets allowing for coordinated execution and control
  • Proactively manage project changes, risks, issues and actions
  • Manage client, Advisor and Consultant relationships to ensure project delivery expectations are specified and met
  • Communicate project updates regularly and effectively to ensure all internal and external stakeholders are kept up-to-date (meetings, status updates, etc.)
  • Work with multi-site project teams
  • Utilize strong leadership, influencing and facilitation skills to coordinate and drive projects to successful completion

    • Competencies:

  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.
  • Sound knowledge of project management techniques
  • Proven experience leading or contributing to key projects
  • Excellent problem solving and decision making skills
  • Strong organizational skills and ability to prioritize a wide range of tasks over multiple projects
  • Solid understanding of Group Retirement Services and administrative practices
  • Strong interpersonal and communication skills (written and verbal)
  • Customer focus
  • Proven ability to develop and nurture relationships, both internal and external
  • Positive, energetic attitude at all times
  • Ability to travel, if needed (must have access to a car)

    • Assets:

  • PMP certification or equivalent
  • Previous experience in Group Retirement Services Operations and/or Sales & Service environment

    • Notes / Unique Requirements:

  • Ability to manage a flexible work schedule
  • Overtime may be required to meet project deadline

    • What's in it for you?

  • 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 caring, supportive, and inclusive culture
  • Fluid workspaces where you can choose from a variety of workstations, offices and collaboration zones based on your daily needs
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • We're honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada
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