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.

The successful candidate must have experience providing administrative support, and 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.

Primary areas of responsibility:  
Respond to incoming client communication(phone, mail, email)
Greet and assist clients who visit our office
Maintain office support material (i.e. files, product brochures, forms, etc.)
Communication with mutual fund dealers and life insurance dealers for client portfolio information and service work
Maintain detailed client records using web based CRM (data entry, reports, etc)
Oversee client service schedules and monitor relevant deadlines
Prepare client documents and forms
Ordering office supplies
    
Technical Competencies:
Microsoft office (Word, Excel)
Web based CRM Applications (Salesforce or similar)
Ability to quickly learn new software program and strategically put it to use

Behavioural Competencies:
Ability to handle a range of client personalities
Ability to provide an excellent level of customer service
Writing, proofreading and editing skills
Work independently with little or no direction
Able to focus on the big picture and also see the details
Decisive
Able to multi-task
Perceptive/intuitive - to determine root cause of a problem or synthesize information
Quick learner
Resourceful-able to search for answer
Good interpersonal skills
Organized and good time manager