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Added 5 mins ago
Early Childhood Education Assistant
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Full-time
The Early Childhood Education Assistant (ECEA) supports the delivery of high-quality early learning and care at the qʷayac̓iikʔiis Childcare Centre. Working under the supervision of Early…
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Housing and wellbeing Assistant
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Transitional Care Assistant (CCA), Transitional Health
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Education Assistant 2 - 27.5Hours
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Sun Life

Adjoint(e) à la Gestion. Centre Financier- Lévis

Levis, QC, Canada

Job type: Full-time
Apply by: Oct 15, 2026
Experience: Diplôme d’études secondaires et de 3 à 6 années d’expérience, ou combinaison équivalente d’études et d’expérience – Diplôme universitaire ou diplôme collégial de préférence
Posting language: English · French
Posted: Sep 30, 2026

Apply About employer

Applications open in a new tab.

Original job description

English section of this bilingual listing.

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.

At Sun Life, we're 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, you'll 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.

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.

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.

Salary Range:

45,100/45 100 - 63,700/63 700

Job Category:

Sales - Distribution Support

Posting End Date:

14/10/2026

Read the full bilingual original

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

Job Description:

Ce poste est en présentiel- Centre financier de Lévis

Salaire: 50 K

Le rôle de l’adjoint ou adjointe à la gestion, centre financier est essentiel au bon déroulement des activités d’un centre financier. Ses tâches sont variées et incluent faire du service à la clientèle, préparer des rapports sur les paiements et effectuer diverses tâches administratives. L’adjoint à la gestion du centre financier entretient de solides relations avec plusieurs partenaires afin que le milieu de travail puisse être positif et stimulant.

Le candidat choisi sera créatif et innovateur; il aura un sens aigu de l’organisation et d’excellentes connaissances en informatique. Il devra faire preuve d’autonomie, avoir un esprit d’initiative et la capacité d’établir des priorités très rapidement, au besoin.

Les fonctions:

Gérer les processus et les rapports concernant les bureaux des conseillers (10 %)

Gérer les frais de bureau des conseillers, les dépenses qui y sont liées, et les Conventions d’utilisation d’un espace désigné; tenir à jour le Registre du centre financier et le Rapport d’occupation
Agir comme personne-ressource pour les rénovations et les problèmes continus du centre financier; soumettre les bons de travail pour les réparations qui doivent être faites dans des emplacements où il n’y a pas de CER

Être le visage du centre financier auprès des Clients (25 %)

Accueillir les Clients, gérer la réception, dont l’ouverture et la fermeture du bureau, et diriger les Clients au besoin
Gérer et rapprocher les comptes bancaires et le compte de dépenses du centre financier, traiter les dépôts bancaires quotidiens (mandats-poste et paiements provenant de tiers)
Aider le chef de l’équipe des ressources (CER) à gérer le bloc de Clients de l’inventaire, s’assurer que les Clients sont bien attribués et cédés aux conseillers, et faire le suivi des activités liées à ce bloc; gérer les processus et les formulaires
Assurer en tout temps la confidentialité de la correspondance et de l’information, et faire preuve de discrétion à cet égard; transmettre les problèmes à un échelon supérieur, s’il y a lieu

Contribuer à la coordination du recrutement des conseillers (30 %)

Attribuer des nouveaux leads de recrutement provenant des initiatives de recrutement national (campagnes, offres d’emploi, etc.) au responsable du recrutement des conseillers ou au partenaire du développement des affaires, selon le cas
Soutenir les responsables du recrutement des conseillers durant l’approbation initiale (demande, protocole d’entente, activités extérieures)
Aider les leaders sur le terrain à inscrire les candidats au PQAP
Télécharger tous les documents requis dans Salesforce jusqu’à l’autorisation des nominations
Aider les leaders sur le terrain à remplir les demandes d’assurance de responsabilité professionnelle des candidats au moment de leur nomination
Commander les ordinateurs des candidats
Assurer la liaison avec les équipes du siège social tout au long du processus, au besoin
Coordonner les interactions entre les candidats et les leaders sur le terrain pour offrir la meilleure expérience possible aux candidats

Offrir un soutien opérationnel et administratif aux chefs d’équipe des ressources, en gérant les opérations quotidiennes du centre financier (35 %)

Gérer les courriels de la boîte de réception générale, trier et distribuer le courrier provenant du siège social, recevoir et gérer le personnel des services de messagerie, répondre efficacement à toutes les demandes de renseignements ou transmettre ces demandes à la personne ou au service approprié
Offrir un excellent soutien administratif, être précis et structuré; s’occuper de la tenue des dossiers et respecter les pratiques relatives au calendrier de conservation des documents de la Sun Life; gérer le courrier et la salle des fournitures; voir à l’attestation du matériel de marketing et s’occuper des fournitures du centre financier
Effectuer le nettoyage et la réinitialisation de l’équipement
Aider les dirigeants locaux en préparant des présentations et en gérant les tâches administratives liées aux événements et aux réunions du CF (coordination d’événements, rencontres de recrues aux postes de conseillers ou de personnes recommandées, ou accueil d’invités et de dirigeants du siège social)
Accomplir les tâches administratives liées à l’intégration des nouveaux conseillers et à la résiliation des contrats de conseiller (veiller à la gestion du système téléphonique, de la photocopieuse et de la sécurité des processus de transition et de conservation des dossiers des Clients)
Agir à titre de membre du Comité sur la santé et la sécurité; faire les évaluations nécessaires et gérer les lacunes
Contribuer, au besoin, à la communication des incidents concernant la poursuite des affaires et la protection des renseignements personnels et aux enquêtes sur ces incidents
Offrir un niveau d’efficacité administrative optimal au centre financier
Assumer la responsabilité des commandes d’équipements pour les directeurs, les conseillers et le personnel (ordinateurs portables, ordinateurs de bureau, etc.) et gérer le retour en règle de l’équipement quand un directeur, un conseiller ou un membre du personnel quitte l’organisation

Les aptitudes pour réussir:

Expérience en service à la clientèle et capacité de rendre l’expérience Client positive
Fortes aptitudes pour la communication
Beaucoup d’entregent
Très bon sens de l’organisation et de la gestion du temps
Bonnes aptitudes pour la résolution de problèmes et la prise de décisions
Énergie, enthousiasme et diplomatie
Capacité de travailler de façon autonome, avec peu de directives et avec de fréquentes interruptions
Esprit d’équipe et désir d’aider les autres
Compétences en informatique. Bonne connaissance de Windows 10, de Microsoft Office (Word, Excel et Power Point) et Outlook
Capacité d’apprendre rapidement à utiliser de nouveaux outils informatiques
Diplôme d’études secondaires et de 3 à 6 années d’expérience, ou combinaison équivalente d’études et d’expérience – Diplôme universitaire ou diplôme collégial de préférence
Expérience de travail de bureau, en service à la clientèle ou en vente de détail

Atouts:

Expérience en rapprochement de comptes ou d’opérations financières – une certaine expérience en tenue de livre ou de grand livre
Connaissance de la planification financière et des services financiers
Connaissance de Salesforce.com, SharePoint et Oracle
Expérience de travail dans le secteur des services, plus particulièrement dans les services financiers

Exigence particulière:

Il est prévu que l’adjoint à la gestion devra se déplacer vers d’autres bureaux de la Sun Life pour des séances de formation ou des réunions régionales ou nationales.

Les avantages pour vous:

Des cheminements de carrière variés et de formidables possibilités de réseautage
Un environnement qui favorise la formation et l’amélioration continues
Faire partie de la famille de la Financière Sun Life, un groupe de personnes unies par notre raison d’être : aider nos Clients et nos employés à atteindre une sécurité financière durable et un mode de vie sain
Une culture de convivialité, de collaboration et d’intégration

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.

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.

Salary Range:

45,100/45 100 - 63,700/63 700

Job Category:

Sales - Distribution Support

Posting End Date:

14/10/2026

Apply About employer

More about this job

Responsibilities

The management assistant provides essential operational and administrative support to the financial center, including managing advisor office expenses and client reception. They also coordinate advisor recruitment processes and assist leadership with event planning and daily office management.

Requirements

Candidates should have a high school diploma with 3 to 6 years of relevant experience, though a college or university degree is preferred. Strong proficiency in Microsoft Office, excellent organizational skills, and experience in customer service or financial services are required.

Skills

Customer service
Administrative support
Financial reporting
Time management
Problem solving
Decision making
Communication
Microsoft Office
Windows 10
Salesforce
SharePoint
Oracle
Bookkeeping
Financial planning
Organization

Benefits

Career development opportunities
Networking opportunities
Financial security programs
Health and wellness support

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Administrative Assistant
Customer Service
Sales Support
Recruitment Coordination
Office Management
Salesforce
SharePoint
Oracle
Microsoft Office
Bookkeeping
Financial Planning
Operations
Client Relations
Health and Safety
Data Entry
Reporting
Inventory Management
Professional Liability Insurance
Onboarding

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