Pension Administrator, Payout Annuity

Posted 9 Days Ago
Be an Early Applicant
Montréal, QC, CAN
In-Office
49K-77K Annually
Mid level
Fintech • Payments • Financial Services
The Role
The Pension Administrator will manage annuitant member information, respond to inquiries, resolve issues, ensure customer service quality, and maintain compliance with pension legislation and annuities.
Summary Generated by Built In

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 (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’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to  Work® Canada

  • Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.

  • A collaborative and interactive team environment

  • Charitable giving through our You Give, We Give program lets you give back to your community – and in many  cases, we’ll match your contributions.

  • Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to  support your well-being.

#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:

22/05/2026

Skills Required

  • Bilingualism in French and English (oral and written)
  • At least 3 years of customer service experience
  • Attention to detail and quality in production environment
  • Problem-solving and resolution skills
  • Experience in financial or accounting fields
  • Knowledge of pension legislation and annuities
  • Knowledge of Microsoft Office applications (Word, Excel, Access)
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The Company
Toronto, Ontario
499 Employees

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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