Vous êtes aussi unique que votre parcours, votre expérience et votre point de vue. Ici, vous serez encouragé, habilité et défié à être à votre meilleur. Vous travaillerez avec des collègues dynamiques – des experts dans leurs domaines – qui sont désireux de partager leurs connaissances avec vous. Vos leaders vous inspireront et vous aideront à atteindre votre potentiel et à vous envoler vers de nouveaux horizons. Chaque jour, vous aurez de nouvelles et passionnantes occasions de rendre la vie plus brillante pour nos Clients – qui sont au cœur de tout ce que nous faisons.

Chez Sun Life, nous sommes guidés par notre Raison d'être : aider nos Clients à réaliser la sécurité financière à vie et à vivre une vie plus saine. Nos valeurs façonnent notre façon de travailler : bienveillance, authenticité, audace, inspiration et impact.

Quand vous vous joignez à Sun Life, vous travaillez avec des collègues passionnés et des leaders habilitants qui soutiennent votre croissance et célèbrent vos contributions, afin que vous puissiez faire une différence significative dans la vie de nos Clients.

Découvrez comment vous pouvez faire une différence dans la vie des personnes, des familles et des communautés du monde entier.

Description de poste:

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 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

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

- Solid 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

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L'étendue du salaire de base s'applique au lieu principal pour lequel l'emploi est affiché. Elle peut varier en fonction du lieu de travail du candidat retenu ou d'autres facteurs. En plus du salaire de base, les employés admissibles de Sun Life participent à divers régimes d'encouragement dont le paiement est discrétionnaire et assujetti au rendement individuel et à celui de l'entreprise. Certains rôles axés sur les ventes comportent des régimes d'encouragement à la vente basés sur les résultats des ventes individuelles ou de groupe.

La diversité et l'inclusion ont toujours été au cœur de nos valeurs chez Sun Life. Une main-d'œuvre diversifiée avec des perspectives variées et des idées créatives profite à nos Clients, aux communautés où nous opérons et à nous tous comme collègues. Nous accueillons les demandes de personnes qualifiées de tous les milieux.

Les personnes handicapées qui ont besoin d'accommodements dans le processus de demande ou celles qui ont besoin d'offres d'emploi dans un format différent peuvent envoyer une demande par courriel à [email protected] .

Nous sommes fiers d'être une organisation hybride qui offre à nos employés le choix et la flexibilité de travailler à la fois au bureau et virtuellement en fonction des besoins de l'entreprise, de nos Clients et de vous.

Nous pouvons utiliser l'intelligence artificielle pour soutenir la recherche de candidats, le filtrage et la planification des entrevues.

Nous remercions tous les candidats d'avoir manifesté de l'intérêt pour ce poste. Seuls les candidats sélectionnés pour une entrevue seront contactés.

T aux horaire:

24.05/24,05 - 34.00/34,00

Catégorie d'emploi :

Ventes - Soutien à la distribution

Fin de l'affichage :

09/09/2026

📌 Financial Centre Administrator (Vancouver)
🏢 Sun Life
📍 Vancouver