Financial Centre Administrator

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life were driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring authentic bold inspiring and impactful.

When you join Sun Life youll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions so you can make a meaningful difference in our Clients lives.

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

Job Description:

Role

Financial Centre Administrator (FCA)

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

Accountability Overview

Manage Advisor Office processes and reporting (10%)

• 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

Act as the face of Financial Centres in front of Clients (25%)

• 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

Provide recruiting coordination support (30%)

• 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 candidates 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

Provide operational and administrative support to RTLs in managing day-to-day FC operations (35%)

• 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.

Metrics

• 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

APPENDIX

Partnerships

• Field Support Staff (training recruiting etc.)
• Regional Operations Managers (ROM)

• Centres of Excellence (COE)
• Head Office (HO)

Education Licensing and Accreditation

• High school diploma with 3-6 years of experience or an equivalent combination of education and experience - Degree or college diploma preferred
• Experience in an office environment a client service role or in a retail store
• Experience reconciling accounts or financial transactions some ledger or bookkeeping experience would be an asset
• Knowledge of financial planning and services would be an asset
• Experience working in the financial services or service industry would be an asset
• Bilingual as required

Leadership and Management Competencies

• Strong experience in client service and an ability to contribute positively to the client experience
• Ability to multitask prioritize and work in a fast-paced environment
• Efficiently manage expectations/concerns through strong communication skills both verbal and written
• Be an effective resource and flexible to adapt to changing work priorities of the executive(s) and leadership teams
• Ability to work independently take initiative and prioritize work with a sense of urgency as required
• Strong relationship building and management skills a team player with the ability to work effectively with all members of the Financial Centre (FC) location
• Strong organizational skills and the ability to problem solve within their mandate
• Skilled/proficiency with software applications/programs as required (i.e. MS Office etc.)
• Ability to provide basic on-site technical support/organizational acumen to escalate and engage technical partners
• Proficiency with the various operating systems and file structures (i.e. Windows Outlook etc.)
• Ability to understand software and potentially manage equipment inventory
• Financial acumen to reconcile bank accounts and determine expense calculations

Management Scope

• No direct reports

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 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 .

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.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

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

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