Toronto, Ontario, Canada · Hybrid
$58k–$93k/yr
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…
Skills: MS Excel, Financial Analysis, Billing, Invoicing, Analytical Skills
Hartford, Connecticut, United States · On-site
$80k–$120k/yr
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government pr…
Skills: Financial Reporting, Account Reconciliation, IFRS, NAIC Reporting, Journal Entries
Waterford, Munster, Ireland · On-site
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…
Skills: Offensive Security, Red Teaming, Penetration Testing, Adversary Emulation, Purple Teaming
Hong Kong, China · On-site
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…
Skills: Tableau, Python, AWS Glue, SQL, Data Modeling
Toronto, Ontario, Canada · Hybrid
$110k–$180k/yr
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…
Skills: Financial Crime Analytics, Model Validation, Transaction Monitoring, Name Screening, Client Risk Rating
Gurugram, Haryana, India · On-site
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…
Skills: Java, J2EE, Spring Boot, Hibernate, Oracle
Ottawa, Ontario, Canada · Hybrid
$80k–$128k/yr
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…
Skills: Business Analysis, Systems Analysis, Agile Methodology, Waterfall Methodology, Business Architecture
Waterford, Munster, Ireland · On-site
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…
Skills: Offensive Security, Red Teaming, Penetration Testing, Adversary Emulation, Purple Teaming
Hartford, Connecticut, United States · Hybrid
$101k–$152k/yr
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government pr…
Skills: Clinical Operations, Healthcare Navigation, People Management, Project Management, Analytical Thinking
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
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…
Skills: Tableau, Python, AWS Glue, SQL, Data Modeling
Ottawa, Ontario, Canada · Hybrid
$60k–$97k/yr
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…
Skills: Needs Analysis, Requirements Gathering, User Story Writing, Data Mapping, End-to-end Validation
Ottawa, Ontario, Canada · Hybrid
$80k–$128k/yr
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…
Skills: Business Analysis, Systems Analysis, Agile Methodology, Waterfall Methodology, Business Architecture
Toronto, Ontario, Canada · Hybrid
$58k–$93k/yr
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…
Skills: MS Excel, Financial Analysis, Billing, Invoicing, Analytical Skills
Manila, Metro Manila, Philippines · On-site
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…
Skills: Excel, Data Analysis, VBA, Tableau, IEX
Hartford, Connecticut, United States · Hybrid
$101k–$152k/yr
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government pr…
Skills: Clinical Operations, Healthcare Navigation, Team Leadership, Staff Coaching, Project Management
Gurugram, Haryana, India · On-site
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…
Skills: Vendor Relationship Management, Contract Lifecycle Management, Risk Mitigation, Stakeholder Management, Financial Analysis
Taguig, Metro Manila, Philippines · On-site
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…
Skills: Excel, Data Analysis, VBA, Tableau, IEX/Nice
South Jakarta, Java, Indonesia · On-site
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…
Skills: Medical Underwriting, Life Insurance Underwriting, Risk Assessment, Team Management, Regulatory Compliance
Toronto, Ontario, Canada · Hybrid
$125k–$195k/yr
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…
Skills: Canadian Tax Financial Reporting, IFRS, Tax Provisioning, Tax Analysis, Tax Forecasting
Toronto, Ontario, Canada · Hybrid
$80k–$128k/yr
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…
Skills: SQL Server, AWS Athena, Tableau, Hive, Python
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Senior Fee Analyst is responsible for validating fee setups, preparing and reviewing client invoices, and maintaining the client billing system. They also handle fee-related inquiries and support manual accounting processes to ensure billing accuracy.
Candidates should be proficient in MS Excel with strong analytical and communication skills. Experience in the financial services industry and familiarity with fee agreements or advanced Excel tools like VBA is preferred.
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.
Group Retirement Services (GRS) is the leading provider of defined contribution plans in Canada through a wide range of products and services. The GRS Fees and billing team is looking for a dynamic, skilled individual to join a fast-paced, challenging environment. As a member of our Finance, Accounting and Control team, this role as a Senior Fee Analyst, you will validate fees are properly set up in the system agree to the client agreements or added to the invoice tracker. You will be involved in the billing process where you will prepare and review invoices that will be issued to our clients. You will also support the team with various manual processes, deal with fee related enquiries and support any ad hoc requests. This role requires excellent communication skills, strong mathematical skills, proficiency in MS Excel, exceptional attention to detail, organizational skills, proven time-management skills and ability to work within a team environment.
What will you do?
Review fee related documents and agreements to ensure fees in administration and billing system are accurate for new clients, product adds, fee changes or fund adds/sweeps
Ensure accurate and timely review of fee setups and updates on the administration and/or client billing systems
Maintain the client billing system to ensure client details are accurate and updates are made for fee changes
Assist with manual fee processes including fee collection uploads, expense recovery account calculations, accounting entries, and other manual processes as required
Prepare and maintain fee schedules to support amounts invoiced to clients
Prepare monthly, quarterly and annual invoices through our client billing system
Review invoices to ensure invoice details comply with scheduled fee collection procedures
Monitor and allocate work within the team inbox
Handle fee inquiries with high attention to detail and accuracy
Provide superior customer service to internal business partners on fee related enquiries and resolve issues
Maintain the integrity of the fee control environment, work through fee errors, complete investigations and assist with calculations for resolution
Maintain process documentation and working files for new and changing processes
Assist with ad hoc project related work impacting for system updates
What do you need to succeed?
Be a strong team player who is willing to be accountable and responsible
Ability to organize, prioritize and delegate when required
Comfortable and a proficient user of Microsoft Excel
Strong oral and written communication skills
Well-developed analytical and problem-solving and troubleshooting skills
Strong attention to detail
Preferred Assets:
Experience working in Financial Services Industry
Experience with review of fee agreements or contracts with vendors
Experience with invoicing and billing
Experience with advanced MS Excel features such as VBA and Power Query/Power Pivot
What’s in it for you?
The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
*LI-NB1
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].
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide. Websites: Canada www.sunlife.ca/en/ US www.sunlife.com/us/en/ Vietnam www.sunlife.com.vn Hong Kong www.sunlife.com.hk Indonesia www.sunlife.co.id Malaysia www.sunlife.com.my Philippines www.sunlife.com.ph
Offices: 18 Hung Luen Road, Hong Kong, HK · 2323 Grand Blvd, Kansas City, MO 64108, US · 1 Sun Life Park, Wellesley Hills, MA 02481, US · 5455 Avenue de Gaspe, Montreal, QC H2T 3B3, CA · 5 Công trường Mê Linh, Ho Chi Minh, Vietnam, Ho Chi Minh City 71006, VN
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide. Websites: Canada www.sunlife.ca/en/ US www.sunlife.com/us/en/ Vietnam www.sunlife.com.vn Hong Kong www.sunlife.com.hk Indonesia www.sunlife.co.id Malaysia www.sunlife.com.my Philippines www.sunlife.com.ph
Offices: 18 Hung Luen Road, Hong Kong, HK · 2323 Grand Blvd, Kansas City, MO 64108, US · 1 Sun Life Park, Wellesley Hills, MA 02481, US · 5455 Avenue de Gaspe, Montreal, QC H2T 3B3, CA · 5 Công trường Mê Linh, Ho Chi Minh, Vietnam, Ho Chi Minh City 71006, VN
