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Senior Fee Analyst at Group Retirement Services

Sun Life Financial

Enhance your financial expertise as a Senior Fee Analyst at Group Retirement Services. This role involves validating and managing fees with precision in a collaborative environment. Join the GRS Fees and Billing team to ensure compliance with client agreements and update invoicing details. You will utilize your strong analytical skills and proficiency in Microsoft Excel to maintain accurate fee schedules and respond to inquiries. Your attention to detail and communication abilities will be critical for success. Key Responsibilities:

  • Review agreements for accuracy in fee setups
  • Maintain the client billing system and ensure timely updates
  • Prepare monthly and quarterly invoices accurately
  • Handle fee-related inquiries with precision
  • Support ad-hoc projects impacting system processes
Requirements:
  • Proficient in Microsoft Excel, including advanced features
  • Strong analytical and problem-solving abilities
  • Excellent oral and written communication skills
  • Experience in the Financial Services Industry preferred
  • Detail-oriented with strong organizational skills
Leverage your expertise in fee management and customer service to excel at Group Retirement Services. #J-18808-Ljbffr

Vacancy posted 3 hours ago
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