Financial Services Representative servicing corporate - sponsored retirement and benefit plans, trading instruments and handling complex client inquiries. Ensuring exceptional client care and managing risk while navigating systems.
About the role
- Finance Associate at Sun Life Health supporting audit and risk activities crucial for the business. Recent graduates encouraged to apply with finance and accounting backgrounds.
Responsibilities
- Support internal and external audits, including report preparation.
- Coordinate and attend internal control walkthrough meetings with relevant individuals from within the business unit and the external auditors.
- Coordinate and support the quarterly attestation process.
- Support write-off reporting and coordination.
- Business continuity planning and disaster recovery.
- Coordinate access reviews.
- Support the Financial Controls team as needed.
Requirements
- Bachelor’s degree
- Major/specialization in accounting, finance, or commerce is preferred
- Suitable for a new or recent graduate
- Understanding of IFRS and SOX controls preferred
- Excellent verbal and written communication, interpersonal and collaboration skills
- Self-motivated, results-oriented and flexible to changing priorities and timelines
- Proven technical, analytical, and problem-solving skills
- Advanced knowledge of Microsoft Office tools, including Word, Excel, Access, and PowerPoint.
- Bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.
Benefits
- Time off giving you the flexibility to focus on the moments that matter including 15 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension Plan participation starts immediately, and you are automatically enrolled.
- We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions.
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible hybrid work model
- Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative, and inclusive culture
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