Job Order Detail

Description

Sun Life Financial: Build, protect and retire with confidence!  We are a small team of advisors providing insurance and investment solutions to a large client base.  We are currently seeking a full-time administrative assistant.

We are seeking an experienced candidate, who must have strong computer and communication skills. Experience in a financial institution is not required but would be considered an asset.  This is a dynamic role as technology and the regulatory environment are frequently changing, therefore we are seeking a candidate who adapts well to change and has the ability to prioritize responsibilities and work flow.

The primary responsibilities include:  

Administration
  Answering phones and emails
  Maintaining office support material (i.e. files, paper, forms, etc.)
  Dealing with Mutual Fund Dealers and Life Insurance Dealers
  Dealing with client questions and concerns
  Salesforce:     Maintaining detailed client records
     Recording all correspondence and meetings with clients
     Copying emails and documents to client records
     Printing reports
     Creating new accounts
  Prepare client documents and forms
  Ordering office supplies
  License renewals
  Opening mail
  Sending and receiving faxes
  Scanning Documents

Marketing
  Prepare newsletters
  Mass mailings
  Updating sales opportunity spreadsheets
    

Required Skills:
  Able to work independently with little or no direction
  Focused-able to focus on the big picture and also the details
  Decisive
  Able to multi-task
  Perceptive/intuitive - to determine root cause of a problem or synthesize information
  Quick learner
  Full use and knowledge of Excel, Word, Internet Explorer and Microsoft Windows
  Resourceful-able to search for answer
  Good interpersonal skills
  Proactive problem solver
  Friendly
  Organized and good time manager
  Writing, proofreading and editing
  Ability to quickly learn software and use it