Sun Life Financial, Inc. Logo

Sun Life Financial, Inc.

Pension Administrator, Payout Annuity

Posted 5 Days Ago
Be an Early Applicant
In-Office
Montréal, QC
Mid level
In-Office
Montréal, QC
Mid level
Manage annuitant records and plan reconciliations, respond to internal and client inquiries, resolve escalated issues, handle high-volume data using Excel, and deliver superior customer service for pension payout annuities.
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:

This is a one year contract opportunity (with benefits)
Location:
Hybrid (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, organizational skills, 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

  • Responsible for plan reconciliation and handling changes to client files

  • Manage complex processes 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

  • Accountable to deliver superior customer service to future and existing pensioners

  • Respond to client inquiries who contact our call center.

What do you need to succeed:

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

  • Ability to work under pressure, manage shifting priorities and remain organized in an ever-improving environment

  • Analytical and problem-solving skills

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

Competencies

  • Knowledge of pension legislation and annuities

  • 3 years of administrative or customer service experience

  • Strong Excel skills (pivot tables, VLOOKUP, etc.)

  • Experience in finance or accounting

What’s in it for you:

  • We are proud to be on the 2026 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 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:

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

Job Category:

Customer Service / Operations

Posting End Date:

05/03/2026

Top Skills

Excel
Pivottables
Vlookup

Similar Jobs

Yesterday
Easy Apply
Remote or Hybrid
Québec, QC, CAN
Easy Apply
Senior level
Senior level
Big Data • Cloud • Software • Database
Own and execute an enterprise sales strategy within an assigned territory to acquire new customers and grow revenue. Prospect into technical buyers, manage complex sales cycles, partner with solution architects, professional services, and channel partners, and participate in sales enablement and training.
Top Skills: Mongodb,Mongodb Atlas,Aws,Google Cloud,Microsoft Azure
Yesterday
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Information Technology • Financial Services
Lead and grow institutional client relationships across Canada, driving new mandates and revenue. Develop and execute cross-sell strategies, present market and product narratives, partner with internal teams to solve client issues, mentor junior staff, and oversee client service and engagement activities. Role requires bilingual (English/French) communication and some travel.
Yesterday
Easy Apply
Remote or Hybrid
6 Locations
Easy Apply
Expert/Leader
Expert/Leader
Big Data • Cloud • Software • Database
Design and implement a distributed query optimizer for MongoDB: research query systems, architect and build features to improve query performance, collaborate across teams, mentor engineers, and drive long-term roadmap and production-quality changes in a large C++ codebase.
Top Skills: AWSC++GCPAzureMongoDBMongodb AtlasMongodb Query Language

What you need to know about the Montreal Tech Scene

With roots dating back to 1642, Montreal is often recognized for its French-inspired architecture and cobblestone streets lined with traditional shops and cafés. But what truly sets the city apart is how it blends its rich tradition with a modern edge, reflected in its evolving skyline and fast-growing tech industry. According to economic promotion agency Montréal International, the city ranks among the top in North America to invest in artificial intelligence, making it le spot idéal for job seekers who want the best of both worlds.

Key Facts About Montreal Tech

  • Number of Tech Workers: 255,000+ (2024, Tourisme Montréal)
  • Major Tech Employers: SAP, Google, Microsoft, Cisco
  • Key Industries: Artificial intelligence, machine learning, cybersecurity, cloud computing, web development
  • Funding Landscape: $1.47 billion in venture capital funding in 2024 (BetaKit)
  • Notable Investors: CIBC Innovation Banking, BDC Capital, Investissement Québec, Fonds de solidarité FTQ
  • Research Centers and Universities: McGill University, Université de Montréal, Concordia University, Mila Quebec, ÉTS Montréal

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account