Financial Center Administrator
Job in
Stratford, Kitchener, Ontario, Canada
Listing for:
Sun Life
Part Time
position
Listed on 2026-03-12
Job specializations:
-
Business
Business Administration
Job Description & How to Apply Below
Location: StratfordJob Description
:
Length of term: 4 months (Summer 2026)
Ready to turn your summer into a career-building experience? Join Sun Life as a Financial Centre Administrator and discover what it's like to work in Canada's financial services industry.
You'll be part of a dynamic team supporting client relationships, contributing to real business operations, and gaining hands-on experience that will set you apart in your future career. From attending and supporting client meetings to supporting marketing initiatives and learning about financial products, you'll get exposure to multiple facets of the business.
We're committed to your growth beyond just one summer—we hope you'll return each year, deepening your expertise and relationships, ultimately positioning you to join Sun Life as an advisor or associate advisor upon graduation.
What will you do?
Client Support & Business Development
Deliver exceptional experience to clients at the Financial CentreManage incoming and outgoing calls and coordinate meetings and appointmentsAct as the primary point of contact for FC management and staff, supporting daily operations and administrative tasksFinancial Documentation & Analysis
Prepare and maintain client files and inventory systems, ensuring accuracy and accessibilityCreate insightful production reports and portfolio analyses that empower stakeholdersMarketing & Recruitment
Contribute to impactful marketing campaigns and create professional materialsDesign social media campaigns to source and engage potential advisorsGeneral Office Support
Execute accurate and timely processing of mail and paymentsProvide technical support and escalate issues as neededIdentify opportunities to improve processes and optimize team performanceWhat do you need to succeed?
Essential Skills & Attributes
Strong communicator who builds meaningful relationships across all organizational levelsClient-focused with commitment to exceptional serviceHighly organized multitasker with proven ability to manage competing priorities and meet deadlinesEnthusiastic learner with problem-solving mindsetDependable team player who adapts to change and works independentlyTechnical Requirements
Proficient in Microsoft Office (Word, Excel, PowerPoint) and OutlookComfortable with Windows-based environmentsQuick learner with new technology and software systemsExperience with , SharePoint, or Oracle is an assetEducation & Experience
Currently enrolled in a post-secondary programPrevious customer service, retail, or administrative experience is an assetGenuine interest in financial services and helping clientsWhat’s in it for you?
Hands-on experience in financial services with practical skills developmentMentorship and training with exposure to various aspects of the industryOpportunity to contribute to Sun Life's mission of helping clients achieve financial securityCollaborative environment with experienced professionals to expand your network
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