Administrative Assistant
1 month ago
Manage the advisors’ agenda, book appointments and prepare for client meetings
- Prepare Know-Your-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 through Salesforce
- 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
Pay: $19.00-$22.00 per hour
Expected hours: 25 per week
Schedule:
- Day shift
**Education**:
- Bachelor's Degree (preferred)
**Experience**:
- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)
Ability to Relocate:
- London, ON: Relocate before starting work (required)
Work Location: In person
Expected start date: 2024-02-15
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