Ville : Montreal

Catégorie : Full-time

Industrie : Finance

Employeur : 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 Bilingual Client Services Representative in the Technical Analyst Team, you will gain experience working on a diverse set of tasks that will enhance your knowledge of our GRS systems and products and give you the opportunity to strengthen your technical understanding and collaboration skills.  You will interact with plan sponsors, advisors, Client Teams, pension auditors and our partners from Business Development. 

If you have a career path towards Client Relationship or simply want to expand your knowledge of our industry this role will provide you with some new skills and knowledge that will support that goal.

Responsible for handling regulatory tasks related to pension and other Group Retirement Services (GRS) products. Providing plan sponsors report to support pension audit and AIR filing.  Monitoring pension contribution activities and reporting to the Provincial regulators.  Supporting annual Age 71 and 85 activities:

• Assess and handle inquires and legislative questions related to AIR, audits and contribution monitoring

• Partner with CRE’s and auditors to provide reports needed to fulfill plan sponsors audit requirements

• Manage cases within our set service standards and ensure that legislative requirements are completed on time

• Work with GRS Best Practices to ensure AIR workbooks and processes are up to date

• Effectively communicate with internal and external contacts, including CRE’s, plan sponsors, consultants and auditors.

• Support projects, as required and collaborate with GRS Central MA team to create efficiencies

• Participate actively in all aspects of the Brighter Way Management system including huddles, GEMBA, Continuous Improvement and problem solving meetings.  

You are successful at:

• Being team oriented and collaborative

• Enjoy and excel working under pressure and in a fast paced environment

• Excellent communication skills (both verbal and written) in English and French

• Excellent interpersonal skills

• Building relationships and working alongside other team members and internal/external business partners

• You have excellent PC skills and know your way around Excel

• Solid ability to organize and prioritize activities to ensure key objectives and deadlines are met

What you bring with you:

• Knowledge of the GRS processes, systems, Ultera and Outlook

• Knowledge of pension legislation

• Experience in a multitasking environment

• Bilingualism (French and English) 

If you enjoy:

• Expanding your knowledge of Group Retirement Services 

• A new opportunity that will provide you with new skills

• Working in a fast-paced, evolving environment

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.

Sun Life is committed to the health and safety of all those in our workplaces and our communities.  In accordance with Sun Life’s Vaccination Policy (Canada):

• Employees permitted to work remotely are required to be fully vaccinated against COVID-19 in order to attend a Sun Life office, Financial Centre or offsite location where activity related to Sun Life business occurs.

• Employees whose job duties require them to attend a Sun Life office, Financial Centre or offsite location for Sun Life business must be fully vaccinated against COVID-19 effective May 1st. Employees in these roles may participate in Sun Life’s Rapid Screening Program as an alternative until April 30th.

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

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