City : Montreal

Category : Full-time

Industry : Finance

Employer : Sun Life Financial

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:

As a Life Events representative, you will gain experience working on a diverse set of tasks that will enhance your knowledge on taxation and legislative rules.  You will interact with variety of internal and external parties including GRS workgroups, Sponsors, Executors, Lawyers, trustees and Beneficiaries.

The chosen candidate will analyze the requests and follow the procedures established in accordance with Life Events requests.   

What will you do?

Responsible for handling end-to-end process and interactions related to Life Events within our service standards.

• Processing of all incoming work in the workflow systems (Ultera, DCOT, Emails, Global)

• Analysis and handling of requests received in accordance with pre-established processes.

• Processing of accounting and Taxation

• Preparing and sending correspondence according to legislative rules and requirements

• Strong critical thinking towards problem solving

• Monitor and respond to client email communications

• Handle incoming phone calls

• Taking part in various team projects

• Partner with the Specialists to ensure all issues and complaints are escalated and acted upon within 24 hours

What do you need to succeed?

• Excellent PC skills, especially Microsoft Excel

• Accuracy and speed

• Superior organization skills and the ability to multi-task

• Ability to deal with high work volumes

• Strong team player

• Outstanding Client focus and service

• Strong comprehension skills; effective written and verbal communications

• Strong interpersonal skills; ability to coordinate and collaborate with internal departments and external service providers
   

Assets:

• Knowledge of retirement products such as DCPP, RRIF/LIF, RRSP, VRSP, LIRA  etc.

• Knowledge of Ultera, Outlook , Excel

• Minimum of 2-3 years of experience in Group Retirement Services

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.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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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