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Sun Life Financial, Inc.

Bilingual Pension Administrator, Payout Annuities

Posted 11 Days Ago
Be an Early Applicant
In-Office
Montréal, QC
Mid level
In-Office
Montréal, QC
Mid level
As a Bilingual Pension Administrator, you'll manage annuitant information, respond to inquiries, resolve issues, and ensure superior customer service for pensioners, primarily using Excel and maintaining client records.
The summary above was generated by AI

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:

Location: Hybrid (needs to be in office 2 days/week)

Group Retirement Services -Payout Annuity is looking for a proven and skilled individual who is willing to join a dynamic and challenging environment.

This role demands strong workflow management ability, attention to detail and a passion for high quality customer service.

What will you do:

  • Set up and maintain annuitant member information on various systems

  • Promptly respond to inquiries from internal business partners

  • Clients Responsible to manage complex process with high volume of data using Excel Spreadsheets

  • Investigate and resolve escalated issues and complaints quickly and accurately

  • Manage work priorities in a multifunctional environment

  • Responsible for plan reconciliation and other plan specific tasks

  • Is accountable to deliver superior customer service to future and existing pensioners who contact our call center.

  • Respond to client inquiries received in our call center or in writing.

  • Responsible for handling changes to client files.

What do you need to succeed:

  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

  • At least 3 years of customer service experience

  • Focused attention to detail with a proven track record of superior quality working in a production environment

  • Problem solving skills and resolution skills

  • Ability to work under pressure, manage shifting priorities, meet customer needs, and adapt to an ever-improving environment

  • Experience in financial or accounting

  • Knowledge of pension legislation and annuities

  • Knowledge of Microsoft Office applications (Word, Excel, Access)

What’s in it for you:

  • We are proud to be on the 2025 Best Workplaces in Canada list by Great Place to Work

  • Flexible Benefits from the day you join to meet the needs of you and your family

  • Retirement and stock ownership programs giving you the opportunity to maximize your finances by taking advantage of employer matching contributions

  • Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more

  • Access to our Global Learning Centre, available 24/7 for your learning needs

#LI-Hybrid

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 [email protected].

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! Several 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:

49,000/49 000 - 77,000/77 000

Job Category:

Customer Service / Operations

Posting End Date:

17/12/2025

Top Skills

Excel
MS Office

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