Executive Assistant - London, Canada - Sun Life

Sun Life
Sun Life
Verified Company
London, Canada

1 week ago

Sophia Lee

Posted by:

Sophia Lee

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Description

Role Summary
The Executive Assistant, is responsible for the processing and administration of wealth/investment and insurance products for the Senior Advisor.

The role is fast paced with multiple demands and requires a demonstrated regard for confidentiality, organization, accountability, and an ability to problem solve.


Key Accountabilities

  • Proactively anticipates the needs of the Advisor in a dynamic and fast paced environment
  • A key role in assisting as much as possible within their scope of practice, to provide excellent, direct client service
  • Follows up to ensure completion of cases and resolution of errors
  • Investigates and solves administrative issues accurately and completely
  • Documents practices that meet compliance requirements
  • Assists in identifying and coordinating prospective marketing activities and sales opportunities within the client base
  • Meets with Advisor regularly to discuss appointments
  • Inputs trades
  • Assists in data input for financial plans
  • Records and tracks all requests, client interactions and file activity
  • May perform other administrative duties as required

Job Specific Knowledge

  • Required: Valid Mutual Funds License (IFC)
  • Required: Life License (LLQP)
  • Knowledge of compliance rules and regulations
  • Minimum 2 years experience in the insurance and finance industry
  • Familiarity and experience with Sun Life Financial is an asset but not a requirement

Job Specific Competencies

  • Excellent written and oral communication skills
  • Ability to learn quickly and work independently
  • Ability to effectively multitask and maintain a high volume of work
  • Excellent organizational, time management and records keeping skills
  • Demonstrates accuracy and thoroughness
  • Personal Attributes_
  • Results driven
  • Independent
  • Works well in teams
  • Exhibits a commitment to lifelong learning
Salary will be based on level of experience.

We appreciate your time and interest however only applicants who meet our requirements will be contacted. Thank-you.


Job Types:
Full-time, Permanent


Salary:
$47,500.00-$70,000.00 per year


Benefits:


  • Company events
  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • Onsite parking
  • Paid time off
  • RRSP match
  • Vision care

Schedule:

  • 8 hour shift
  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • London, ON N6B 2N4: reliably commute or plan to relocate before starting work (required)

Education:


  • Secondary School (preferred)

Experience:

- investment: 2 years (preferred)


Licence/Certification:

  • MFDA (required)
  • LLQP (preferred)
  • CFP (preferred)

Work Location:
In person
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