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Sun Life

Senior Fee Analyst

Sun Life

Senior Fee Analyst joining Sun Life's GRS Fees and billing team for fee validation and invoicing. Support manual processes and handle fee-related inquiries efficiently.

Posted 6/26/2026full-timeWaterloo • 🇨🇦 CanadaSenior💰 CA$58,000 - CA$93,000 per yearWebsite

Tech Stack

Tools & technologies
VBA

About the role

Key responsibilities & impact
  • Review fee related documents and agreements to ensure fees in administration and billing system are accurate
  • 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
  • Assist with manual fee processes including fee collection uploads and accounting entries
  • Prepare and maintain fee schedules to support amounts invoiced to clients
  • Provide superior customer service to internal business partners on fee related enquiries
  • Maintain the integrity of the fee control environment and assist with calculations for resolution
  • Assist with ad hoc project related work impacting system updates

Requirements

What you’ll need
  • Strong team player
  • Ability to organize, prioritize and delegate when required
  • Comfortable and proficient user of Microsoft Excel
  • Strong oral and written communication skills
  • Well-developed analytical and problem-solving skills
  • Strong attention to detail
  • Experience working in Financial Services Industry (preferred)
  • Experience with review of fee agreements or contracts with vendors (preferred)
  • Experience with invoicing and billing (preferred)
  • Experience with advanced MS Excel features such as VBA and Power Query/Power Pivot (preferred)

Benefits

Comp & perks
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Inclusive and respectful work environment
  • Career development opportunities
  • Recognition as a great workplace for employee well-being

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
fee reviewbilling system maintenancefee collectionaccounting entriesfee schedule preparationinvoicingadvanced MS Excel featuresVBAPower QueryPower Pivot
Soft Skills
team playerorganizationprioritizationdelegationoral communicationwritten communicationanalytical skillsproblem-solving skillsattention to detailcustomer service