Financial Analysis Coordinator
2 weeks ago
Are you passionate about helping others achieve their financial goals? Do you have excellent analytical skills and experience in data extraction, review, and analysis using defined parameters? If so, we'd love to hear from you
We're Sun Life, a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. To support this mission, we're seeking a skilled Financial Analysis Coordinator to join our team.
The successful candidate will be responsible for monitoring and reviewing policies covered by the rules of Internal Replacement. This will involve communicating and reporting policy changes to affected advisors and monitoring their responses.
We're looking for an individual who can recommend process improvements based on observable gaps in the current state. If you have at least 3 years' work experience in any industry and are proficient in MS Office applications, preferably Excel, we'd love to hear from you.
Key Responsibilities:
- Monitoring and review: Identify and review policies covered by the rules of Internal Replacement.
- Communication and reporting: Send notice to affected advisors and monitor response and change in status of lapsed policies.
About Us: We're a team of 30,000 across 26 countries, driving transformation, sustainability, and innovation for our Clients, employees, partners, and communities. Join us and be part of shaping the future.
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