Senior Fee Analyst

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:

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

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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.

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.

Salary Range:

58,000/58 000 - 93,000/93 000

Job Category:

Finance

Posting End Date:

30/07/2026