Financial Centre Administrator

Description:

• Provide administrative and general office support aligned with all Sun Life policies and procedures
• Answer telephone and greets clients
• Responsible for reporting payments & expense cheque routines
• Process mail
• Facilities management (premises & equipment)
• Administration of client inventory
• Maintain information on targets and results as well as prepare reports
• Coordinate meetings
• Contribute continuous improvement ideas and support initiatives for the financial centre
• Provide support for the recruiting function
• Ability to provide basic on-site technical support/organizational acumen to escalate and engage technical partners

What do you need to succeed?

• Strong client relationship skills and a client centric mindset
• Strong communication skills
• Strong interpersonal skills
• Strong organizational and time-management skills
• Good problem-solving and decision-making skills
• Energetic, enthusiastic and can interact diplomatically with people
• Ability to work independently and with minimal direction and frequent interruptions
• Team player who is willing to contribute and help others
• Proficiency working with a PC. Good knowledge of Windows 10, Microsoft Office (Word, Excel, and Power Point), Outlook.
• Ability to learn new PC tools quickly
• Knowledge of Salesforce.com, SharePoint and Oracle would be an asset

More qualifications:

• 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/retail industry would be an asset