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Sun Life

Financial Centre Administrator

Vancouver, BC, Canada

Job type: Part-time
Posting language: English
Posted: Sep 21, 2026

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Original job description

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.

Job Description:

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

Strong 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

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.

Hourly Range:

24.05/24,05 - 34.00/34,00

Job Category:

Sales - Distribution Support

Posting End Date:

22/09/2026

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More about this job

Responsibilities

The Financial Centre Administrator acts as the primary point of contact for clients and provides comprehensive administrative support to the Financial Centre leadership and advisors. Responsibilities include managing office operations, coordinating recruitment processes, reconciling financial accounts, and ensuring efficient daily workflows.

Requirements

Candidates should have a high school diploma with 3-6 years of relevant experience in an office or client service environment. Proficiency in software applications, strong organizational skills, and the ability to manage financial transactions are essential for this role.

Skills

Client service
Administrative support
Financial record keeping
Multitasking
Communication skills
Problem solving
Microsoft Office
Salesforce
Bank reconciliation
Office management
Recruitment coordination
Technical support
Data entry
Inventory management
Health and safety compliance

Benefits

Incentive plans
Sales incentive plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Centre Administrator
Administrative Support
Client Service
Salesforce
Microsoft Office
Bank Reconciliation
Recruitment Coordination
Office Management
Financial Services
Records Retention
Business Continuity
Privacy Incident Management
Health and Safety
Inventory Management
Expense Management
Distribution Centres of Excellence
LLQP
DALA
Hybrid Work
Client Experience

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