Financial Centre Administrator

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.

Job Description:

This is an in office role!!!

Role Overview

• Report to the Financial Centre (FC) Resource Team Leader (RTL)

• Act as the face of the Financial Centre (FC) location; welcoming clients, managing reception, and supporting Financial Centre (FC) leadership, Advisors and clients in the specific location

• Provide administrative and general office support aligned with Distribution Centres of Excellence (COE) policies and procedures

• Efficiently manage in a multi-tasked environment, ensuring tasks are completed within defined deadlines

What you will do?

• 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

• Assign new recruiting leads from national recruiting initiatives (campaigns, job postings etc.) to the advisor recruitment consultant/ business development partner as appropriate

• Support Advisor Recruiting Consultants for the Initial approval (Application, Memorandum of Understanding, and Outside Activities if applicable)

• Support field leader(s) for candidates LLQP registration

• Upload all required documents in Salesforce up to appointment approval

• Support field leader with application for candidate Errors & Omission insurance at time of appointment

• Order candidate’s computer

• Liaise with head office teams throughout the process as required

• Coordinate the interactions with candidates and field leaders to provide best in class candidate experience

• 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 do you need to succeed?

• Accuracy on expense management, banking reporting and processing

• Accuracy on managing coordination of agendas, meetings, bookings and required reports

• Response time on inquires - email and in person

• Ability to contribute positively to the client experience

• Contribute to the core values of being an SLF advisor and manager

What's in it for you?

• Working within a high performance culture.

• Supportive working environment, culture of collaboration.

• Talented and diverse workforce; opportunity to launch a rewarding career.

• A company that promotes health, wellness, and work/life balance.

• We encourage our employees to champion continuous improvement.

• Joining a reputable organization with over 150 years of history.

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

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.

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