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Documentation Coordinator

Financière Sun Life

C'est un Contrat job à Montreal, QC publiée le mars 6, 2023.

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 Group Retirement Contract Coordinator, you will gain experience working on GRS clients new and updated contractual documents. You will work with internal partners such as Legal, Client Relationship Executives and Implementation Project Managers and sometimes directly with clients. We are looking for an experienced professional with a good understanding of GRS, a strong understanding of pension legislation, problem solving skills, and a strong focus on customer service. 

What will you do?

Responsible for handling end to end process and interactions related to creating and updating plan contracts for new and existing clients; and creating member booklets within our service standards.

•Support Documentation team inbox to ensure work items are indexed so they are handled within service levels

•Communicate with Business Development, Implementation team members, Legal, Compliance and Plan Sponsor/Advisor

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

•Produce and revise high-quality plan sponsor contracts using master templates •Analyze simple contractual customization made by clients, their consultants and lawyers for compliance with Sun Life policies and business requirements

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

What do you need to succeed?

•Bilingualism (French, English) required- interactions with English-speaking customers or partners

•Good knowledge on group retirement products, legislation and contractual obligations

•Being team oriented and collaborative

•Enjoy and excel in a fast-paced environment

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

Preferred skills:

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

•Excellent and effective communication, presentation and writing skills •Excellent interpersonal skills

•Adapting to and accepting change

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

What's in it for you:

If you have a career path towards Compliance, Fees and Billing or Pricing this role will provide you with new skills and knowledge that will help strengthen your opportunities.

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.

Salary Range:

41,700/41 700 – 68,000/68 000

Job Category:

Customer Service / Operations

Posting End Date: