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Sun Life Financial, Inc.

Bilingual Forms Coordinator

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Metcalfe, Ottawa, ON
Metcalfe, Ottawa, ON

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:

Job Description: 

Canadian Document Services (CDS) Forms Services Coordinator is responsible for communicating and working with Form Owners, Best Practice Consultants and other Business Partners to assess, coordinate and assign incoming requests to members of the CDS team.  We are looking for an experienced professional who has good communication skills, is highly organized, has strong problem-solving skills, with a focus on collaboration.  

What will you do? 

  • Responsible to assess incoming requests and their related interactions, to create and update forms or documents within Sun Life forms standards  
  • Communicate regularly with Form Owners, Best Practice Consultants, Business Units Representatives, and members of the CDS Forms Services Team 
  • Partner with internal clients to provide expertise and creative solutions to problems 
  • Ensure requests are assigned to Forms Designers so they are handled within service level agreements 
  • Manage requests within our set service standards and support legislative requirements to ensure we meet deadlines 
  • Revise and proofread forms once completed by our team before returning to requestors 
  • Coordinate projects, monitor and report progress to internal clients and leaders  
  • Participate actively in all aspects of the Brighter Way Management system including huddles, GEMBAs, Continuous Improvement and problem-solving meetings 
  • Promote Team engagement through Applause recognition on a regular basis 

What do you need to succeed? 

  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
  • Strong organizational skills 
  • Strong technical, analytical and problem solving skills 
  • Ability to work well in a team environment 
  • Knowledge of Business Unit form products 
  • Strong verbal and written communication skills 
  • Strong problem solving skills 
  • Attention to detail 
  • Strong commitment to both timelines and quality of deliverables
  • Ability to prioritize and manage multiple tasks and other work 

Preferred Skills: 

  • Experience with MS Office Suite products 
  • Experience with Forms standards 
  • Minimum 3 years of experience working in insurance industry an asset ​

What’s in it for you?

  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
  • A collaborative and interactive team environment.
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • Wellness programs that support the three pillars of your health – mental, physical, and financial.
  • 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.

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].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

47,000/47 000 - 77,000/77 000

Job Category:

Office Administration

Posting End Date:

11/01/2025

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