Contract Fee Analyst

Posted 16 Days Ago
Be an Early Applicant
Remote
Entry level
Fintech • Payments • Financial Services
The Role
As a Contract Fee Analyst, you will prepare invoices, review fee correspondence, interpret fee agreements, validate fees against agreements, and report findings for management. Strong analytical skills and proficiency in MS Excel are essential for this role, along with the ability to work effectively in a team.
Summary Generated by Built In

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 (heading) / Description du poste (titre)

  • Contact Fee/Billing Analyst

Preferred skills (heading) / Compétences particulières (titre)

  • Excellent analytical skills and critical thinking with strong attention to detail
  • Proficient with MS Excel
  • Strong interpersonal skills and the ability to work with a team
  • Strong organizational skills and the ability to problem solve within the mandate
  • Strong written and verbal communication skills
  • Experience working with contractual agreements would be an asset
  • Experience working in the financial services industry would be an asset

Qualifications (heading) / Compétences (titre)

  • General Accounting, Accounting and Business Backgrou

Responsibilities (heading) / Responsabilités (titre)

  • Prepare invoices to plan sponsors using supporting schedules 
  • Review fee correspondence to identify fee changes and updates
  • Review fee agreements and amendments to interpret fees charged to plan members and plan sponsors
  • Extract data from recording keeping system and billing systems to validate fees to the fee agreement and amendments
  • Complete an independent review of fees charged between record keeping system and billing system to the fee agreement and correspondence
  • Report results and findings for management review

Job Category:

Finance

Posting End Date:

30/12/2024

Top Skills

Excel
The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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