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Sun Life

Global financial services for insurance, investments

Financial Center Administrator

Administrative SupportPosted on Nov 9
Full-timeVictoria, BC, Canada

About the Job

Requirements

  • Strong client relationship skills and a client-centric mindset.
  • Strong communication and interpersonal skills.
  • Strong organizational and time-management skills.
  • Good problem-solving and decision-making skills.
  • Ability to interact diplomatically with people, work independently with minimal direction, prioritize work, and manage frequent interruptions.
  • Proficiency working with a PC, including good knowledge of Windows 10, Microsoft Word, Excel, PowerPoint, and Outlook.
  • Ability to learn new PC tools quickly.

Responsibilities

  • Provide administrative and general office support in accordance with Sun Life policies and procedures.
  • Answer telephone calls and greet clients.
  • Report payments and manage expense cheque routines.
  • Process mail.
  • Manage facilities, including premises and equipment.
  • Administer client inventory.
  • Maintain information on targets and results and prepare reports.
  • Coordinate meetings.
  • Contribute continuous improvement ideas and support initiatives for the financial centre.
  • Provide support for the recruiting function.
  • Provide basic on-site technical support and organizational support, escalating issues to and engaging technical partners as needed.
  • Travel to other Sun Life offices, regional or national training sessions, or meetings as required.

Desired Qualifications

  • Knowledge of Salesforce.com, SharePoint, and Oracle.
  • A high school diploma with 3–6 years of experience, or an equivalent combination of education and experience; a degree or college diploma is preferred.
  • Experience in an office environment, a client service role, or a retail store.
  • Experience reconciling accounts or financial transactions; ledger or bookkeeping experience is an asset.
  • Knowledge of financial planning and services.
  • Experience working in financial services or the service industry.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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