Administrative Assistant to Janice James, Sun Life
1 month ago
**Role Summary**
We are looking for an enthusiastic Administrative Assistant to join our team. Reporting directly to the advisor, the Assistant will coordinate and deliver exceptional administrative support to her. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities and helps to create an efficient and compliant office environment.
**Responsibilities**
**In partnership with the Advisor, develop and execute on plan to meet operational and administrative goals**
**Schedule appointments and manage advisor’s workflow (preparation for client meetings, events, tasks, follow up, etc.)**
**Manage office tasks such as filing, Salesforce updates, generating reports, and presentations requiring the use of independent judgement and initiative**
**Manage travel arrangements, prepare itineraries, plan logistics, and submit expense reports**
**Support the advisor to create marketing / sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.)**
**Gather and compile production statistics/reports for advisor**
**Support the advisor in monitoring and responding to Head Office inquiries**
- Daily management of advisor social media tools
**Qualifications**
- Previous experience in customer service, or other related fields
- Bachelor’s degree in Business Administration, Communications or Marketing
- Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy and reliability, in a fast-paced environment
- Excellent written and verbal communication skills
- Positive and professional demeanor
- Strong relationship building and office administration skills
- Highly proficient use of Word, PowerPoint, Excel and Salesforce
**Compensation**
- Compensation will vary based on factors such as level of experience and industry network
**Disclaimers**
It is a dog friendly working environment
**Job Types**: Part-time, Permanent
**Salary**: $18.00-$22.00 per hour
Expected hours: 10 - 20 per week
**Benefits**:
- Casual dress
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Work Location: In person
Application deadline: 2024-03-04
Expected start date: 2024-03-18
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