Executive Assistant

4 days ago

London, Canada Sun Life Full time

**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
- On-site 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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