Operations 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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This is a 12 months contract role.

Job Summary

This is an amazing opportunity to join the pioneers of the international high-net-worth life insurance industry, Sun Life Private Wealth! We’re looking for a detail-oriented individual to join our fast-paced and dynamic Operations organization.

In this role you will be responsible for delivering exceptional Broker experience by onboarding high-net-worth clients during the case setup and new business process. This role will work closely with our Partner Support team to ensure a smooth, accurate and rapid movement of new business cases. When needed, you will need to be able to propose and execute bespoke solutions that meet client needs while maintaining adherence with the company’s risk and compliance guidelines.

This is a fast-paced and demanding position that will work with colleagues and brokers across the globe. Staying calm under pressure and being able to work in a diverse team structure will be keys to success.

Key Responsibilities:

• Case setup and New Business processing: reading emails and Broker memos for understanding and action; data input into various systems; indexing documents and preparing cases for underwriting review; reviewing new business requirements to determine if they are in good order
• Client Due Diligence: perform name screening and discounting in accordance with the company’s AML/CFT guidelines and procedures; escalate and work with line 1.5 Operational Compliance and line 2 Compliance

Preferred Skills:

• Mandarin fluency is required
• Meticulous and detail-oriented
• Accurate data input
• Time management and ability to shift priorities on demand
• Communicate with various internal stakeholders, Brokers and individuals with different cultures
• Multi-tasking

Job Requirements:

• Experience: 3 years of hands-on experience in life insurance operations, preferrable in the high-net-worth market.
• Education: Bachelor’s degree or equivalent industry designations (LOMA, etc.)
• Languages: Mandarin fluency is strongly desired along with English

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

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