Financial Centre Administrator - Regina, Canada - Sun Life

Sun Life

Verified Company

Regina, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.

Your leaders will inspire and help you reach your potential and soar to new heights.

Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

About the role:

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.

What will you do?

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 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

What you need to succeed?

High school diploma with 12 years of experience or an equivalent combination of education and experience
Degree or college diploma preferred
1+ years of experience with Microsoft Office (Proficient with Excel)
1+ 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
Knowledge of Salesforce

Preferred skills:

Experience reconciling accounts or financial transactions (ledger or bookkeeping)
Experience working in the financial services or service industry
Knowledge of SharePoint and Oracle
Energetic, enthusiastic and have the ability to interact diplomatically with people

Unique requirements:

Travel is expected to other Sun Life offices, regional/ national training sessions or meetings as required.

Drivers license is required

What's in it for you:

Structured work schedule from 8:304:30 Monday to Friday with free parking onsite
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
Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate

Knights

An environment of continuous learning and improvement
Opportunity to give back to the communities in which we live, work, and do business in participating to

volunteer opportunities

Wellness programs that support the three pillars of your health mental, physical and financial

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work.

Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

40,000/ ,000/54 000

Job Category:

Sales - Distribution Support

Posting End Date:

17/03/2024