Administrative Assistant

1 week ago

London, Ontario, Canada Sunningdale Insurance and Financial Services Full time $45,000 - $50,000 per year

Role Summary

The Licensed Administrative Assistant is responsible for the processing and administration of wealth and investment products for advisors. 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

  • Manages all aspects of the advisor's calendar to ensure meetings are prioritized with internal and external clients as appropriate and prepares the advisors contact list.

  • Prepares applications and documents, and gathers additional information and materials as required for client meetings and books appointments as needed.

  • Meets with Advisor regularly to discuss appointments

  • Follows up to ensure completion of cases and resolution of errors

  • Reviews applications and paperwork for completion before submitting

  • Inputs trades

  • Assists in data input for financial plans

  • Records and tracks all requests, client interactions and file activity

  • Effectively works with other staff in scheduling and coordination for meetings and other needs

  • Proactively anticipates the needs of the advisor in a dynamic and fast paced environment

  • Monitors and responds to the advisor's email

  • Answers, screens, and directs phone calls, responding independently and providing as much client service as possible.

  • Business processing and follow up of both insurance and investment business

  • Review of forms, application and paperwork for accuracy and completeness

  • Manage and expedite the underwriting process

  • Investigate and solve administrative issues accurately and completely

  • Update Salesforce, check advisor's tasks and delegates tasks as needed.

  • Solve problems with tact, diplomacy, and professionalism

  • Assist in identifying and coordinating prospective marketing activities and sales opportunities within the client base.

  • Documents practices that meet compliance requirements

  • May perform other duties as required

Job Specific Knowledge

  • Mutual Funds License (IFC) - Asset but not required

  • Life License (LLQP) – Asset but not required

  • Knowledge of compliance rules and regulations

  • 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

  • Ability to perform with professionalism and poise

  • Excellent organizational and time management skills

  • Demonstrates accuracy and thoroughness

  • Able to make professional decisions

Personal Attributes

  • Self confident, conducts one self with personal integrity and credibility

  • Enthusiastic, positive energy and results driven

  • Demonstrates and promotes non-negotiable integrity and dignity of the individual in an environment of mutual trust and respect

  • Exhibit a commitment to lifelong learning, encourages others to do so and continues to grow technically and interpersonally in order to perform job at the highest levels of competence

Office Hours:

Work Hours:

Job Types: Full-time, Permanent

Pay: $45,000.00-$50,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • Paid time off
  • RRSP match

Education:

  • Secondary School (preferred)

Experience:

  • Front desk: 1 year (preferred)
  • Administrative experience: 1 year (preferred)

Work Location: In person

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