14/02/2024
Administrative Assistant
Role Summary
We are looking for an enthusiastic Administrative Assistant to join our team. Reporting directly to the advisors, the Assistant will coordinate and deliver exceptional administrative support to the advisors. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities, welcomes visitors to the office, and helps to create an efficient and compliant office environment.
Candidates hired into this role by an advisor will not have an employment or contractor relationship with Sun Life. Their services will be engaged exclusively by the advisor.
Responsibilities
• In partnership with the advisor, develop and execute on plan to meet operational and administrative goals
• Schedule appointments and manage advisor’s workflow (preparation for client meetings, events, tasks, follow up, etc.)
• Manage office tasks such as filing, Salesforce updates, generating reports, and presentations requiring the use of independent judgement and initiative
• Support the advisor to create marketing / sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.)
• Gather and compile production statistics/reports for advisor
• Support the advisor in monitoring and responding to Head Office inquiries
• Handling inbound and outbound calls
Qualifications
• Previous experience in the financial services industry considered an asset
• Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy and reliability, in a fast-paced environment
• Excellent written and verbal communication skills
• Positive and professional demeanor
• Strong relationship building and office administration skills
• Experience with Salesforce considered an asset
Apply to:
Linh Floresca
Advisor, Sun Life
3200 Deziel Drive Suite 508
Windsor ON, N8W 5K8
Phone: 519-974-3200 ext 2288
[email protected]
Disclaimers
Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. All decisions with respect to an applicant’s candidacy will be made by the Advisor, and not by Sun Life. You must be at least 18 years, and be legally entitled to work in Canada to be considered for this role.