Administative Assistant: Sun Life Financial

Job title: Administative Assistant: Sun Life Financial

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

Application Contact Information

Company Name: Sun Life Financial
Contact Name: Jenny Tran – Advisor
Telephone: (519) 473-8000 (222)
Email Address:

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