Plan Implementation Coordinator

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:

The incumbent Plan Implementation Coordinator is responsible for efficiently and accurately handling service requests to update Group Retirement Services (GRS) record keeping systems.  The position also involves the monitoring of multiple email and workflow queues. 

What will you do?

• Handle plan level set up and changes to GRS record keeping efficiently and accurately and within the defined service standard  

• Manage fund sweeps and all associated tasks

• Ensure New Client set up corrections are completed on time

• Partner with the Technical Specialist/Team Lead/Manager to ensure all issues and complaints are escalated/logged and acted upon within 24 hours

• Share feedback or other issues with Technical Specialist to improve processes and the relationship with the client/internal business partners

• Accurately track all assigned work in the workflow systems  (Ultera, email)

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

• Strong initiative to ownership of work

What do you need to succeed?

• Excellent PC skills, especially Microsoft Excel

• Accuracy and speed

• Superior organization skills and the ability to multi-task

• Ability to deal with high work volumes

• Strong team player

• Outstanding Client focus and service

• Strong comprehension skills; effective written and verbal communications

• Strong interpersonal skills; ability to coordinate and collaborate with internal departments and external service providers

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.

Assets:

• Knowledge of retirement products such as RRSP, RRIF/LIF, DCPP, DPSP,  LIRA  etc.

• Knowledge of the GRS systems, Ultera and Outlook

What’s in it for you?

• 15 days vacation per year

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

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

• A collaborative and interactive team environment

• An environment of continuous learning and improvement

• #LI-MC1#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].

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:

45,600/45 600 - 74,700/74 700

Job Category:

Customer Service / Operations

Posting End Date:

07/04/2025