Administative Assistant

  • Sun Life Financial
  • Unit 102 390 Commissioners Rd W, London, ON, Canada
  • Jan 26, 2024
Part-time Financial Services

Job Description

KEY ACCOUNTABILITIES:
  • Manage the advisors’ agenda, book appointments and prepare for client meetings
  • Prepare KnowYour-Client (KYC) and account opening documents for clients
  • Proactively make calls to clients and schedule meetings and reviews with advisor.  You will help with the administrative aspect of tracking client meetings and interactions
  • Follow up with other financial institutions to help facilitate the successful consolidation of external assets being transferred to Sun Life
  • Foster and participate in a work environment that values people, invites creativity and celebrates learning
  • Build client plans using a holistic approach to help them achieve their goals
  • Maintain required license, compliance of ethical behaviors and conformity with corporate policies, industry standards and legal regulations
  • Deliver an exceptional client experience for current and potential clients according to our service model.
  • Help create a smooth, efficient and compliant office
  • Must pass Canadian Investment Funds Course within a reasonable time frame and get mutual funds licensed
  • Experience in the insurance and investment industry an asset

Part Time - 25 Hours per week
Salary Range: $19/hour to $22/hour