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Senior Fee Analyst at Sun Life - ApplyBlast

Senior Fee Analyst

Sun Life

4 months ago

Waterloo, Ontario

Hybrid

Full Time

Senior

0 applicants

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About this role

A Senior Fee Analyst at Sun Life's Group Retirement Services validates fee setups in administration and billing systems against client agreements. The role involves preparing and reviewing invoices, maintaining client billing details, and supporting manual fee processes for defined contribution plans. Candidates must collaborate with internal partners to resolve fee errors while ensuring accurate collections and accounting entries for clients.

Responsibilities

Review fee agreements to ensure accurate system setups for new clients and product changes
Prepare and review monthly, quarterly, and annual invoices for client billing
Maintain client billing system integrity and update fee schedules promptly
Resolve fee errors through detailed investigations and accurate calculations
Provide customer service and support for internal fee-related inquiries

Skills

About Sun Life

sunlife.ca

Headquarters

Kansas City, Missouri, United States

Company Size

10001+ employees

Founded

1865

View Profile

We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an RRSP and TFSA and more.