Plan Implementation Specialist

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:

Role Summary:

As a Plan Implementation Specialist, you will gain experience working on a diverse set of tasks that will enhance your knowledge of our GRS systems and give you the opportunity to strengthen your technical, and project management skills. You will interact with our internal partners including Implementation Managers, Fund Operations and Business Development

A bit about the role:

Responsible for handling end to end process and interactions related to fund changes, project sweeps, system set up for new business and amendments within our service standards.

• 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 Manager to ensure all issues and complaints are escalated/logged and acted upon within 24 hours

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

• Accurately track all assigned work in the workflow systems (Pega, 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

• Act as a SME in project work where applicable

You are successful at:

• 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

What you bring with you:

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

• Plan level knowledge of the GRS systems, Pega and Outlook

• 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.

If you enjoy:

• Expanding your knowledge of Group Retirement Services

• A new opportunity that will provide you with new skills

• Working in a fast-paced, evolving environment

What's in it for you:

If you have a career path towards Plan Implementation or Business Projects & Solutions this role will provide you with some new skills and knowledge that those teams will be looking for.

#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 thebrightside@sunlife.com.

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:

Job Category:

Posting End Date: