Senior CSC 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:

Full-time contract: 18-month

At Sun Life Financial, the Client is at the center of everything we do. As a CSC Senior Administrator, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will play an integral role supporting members with asset consolidation needs and encouraging them to consult with a licensed consultant who can detail wealth and/or insurance solutions relevant to their personal situation.

You are a strong communicator, who possess superior customer service skills and consistently demonstrate professionalism.

You are able to demonstrate the flexibility to adapt within an ambiguous environment with shifting priorities. An Administrator uses active listening to understand our client’s unique situations and highlight the importance of receiving professional advice. As a member of the Client Solutions Centre (CSC) team, you will benefit from our culture of coaching and support in order to empower you to make a difference in our clients’ lives.

What will you do?

• Assist Sun Life members of our Group Retirement plans and assist them with their transfer-in requests and RIF LIF setup by acting as the administrator who peer reviews supporting documents
• You will peer review asset consolidation/RIF LIF forms and identify NIGOs
• You will assign NIGOs to our consultants to contact members and help fix any issues
• You will also follow up with other financial institutions to help facilitate the successful consolidation of external assets being transferred to Sun Life
• Foster and participate in a work environment that values people, invites creativity, and celebrates learning
• Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience

What do you need to succeed?

• Excellent verbal and written communication skills with the ability to build credibility and rapport
• Experience in fast-paced administrative roles demonstrating ability to manage tight deadlines and high volumes
• Knowledge/experience within the financial services industry
• Knowledge of wealth savings, transfer-ins, retirement or insurance products
• Ability to peer review documents, contact institutions, and handle other administrative tasks
• Proficiency with computer systems, particularly Salesforce is an asset
• Able to speak both English and French is an asset

What Sun Life offers?

• A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
• Ability to work virtually/remote from your dedicated home office based on business and Client needs
• The opportunity to move along a variety of career paths with amazing networking potential within a supportive and inclusive culture
• Competitive salary with comprehensive flexible benefits including options for medical, dental, life, critical illness, Lumino Tele-Health Virtual Care, and more.
• Time off giving you the flexibility to focus on the moments that matter. 15 days' vacation per year.

#LI-Hybrid

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.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several 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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