Administrative Assistant

Job Summary
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. The ideal candidate will report directly to the advisor and provide essential support to ensure the smooth operation of our office. This role requires proficiency in various administrative tasks, excellent customer service skills, and the ability to create an efficient and compliant office environment. The Administrative Assistant will be responsible for managing phone systems, handling data entry, and maintaining organized files while delivering exceptional service to both clients and internal department personnel.

Candidates hired into this role will not have an employment contract directly with Sun Life. their services will be engaged exclusively by the Advisor, Stacy Delisle.

Responsibilities

Manage incoming calls and direct them appropriately while demonstrating excellent phone etiquette.
Perform data entry tasks accurately and efficiently to maintain up-to-date records.
Organize and maintain filing systems, ensuring easy access to important documents.
Assist in the preparation of reports as needed.
Respond to customer inquiries with professionalism and a focus on customer service.
Coordinate meetings and appointments, including managing the Advisor's calendar.
Manage advisor's workflow (preparation for client meetings, events, tasks, follow up for insurance and investments, etc.)
Support the advisor in monitoring and responding to Head Office inquiries.
Management of advisor social media tools.
Requirements

Previous experience in customer service or in a similar administrative role. .
Strong organizational skills with the ability to manage multiple tasks simultaneously.
Excellent written and verbal communication skills.
Attention to detail with a commitment to accuracy in data entry and documentation.
Ability to work independently as well as part of a team environment.
Positive and professional demeanor
Join my team as an Administrative Assistant where your skills will contribute significantly to our operational success!

Disclaimer

Candidates hired into this role will not have an employment relationship with Sun Life. All decisions with respect to an applicant's candidacy will be made by the Advisor and not by Sun Life. You must be at least 18 years old and be legally entitled to work in Canada to be considered for this role. Please note you must also pass a legal background check upon hiring.

Job Types: Part-time, Permanent

Pay: From $1+.00 per hour

Expected hours: 20 – 25 per week

Benefits:

Dental care
Extended health care
Flexible schedule
Vision care
Flexible language requirement:

French not required
Schedule:

Day shift
Monday to Friday
No weekends
Work Location: In person