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Date Posted:
Mar 25, 2019

Closing Date:
Apr 30, 2019

Job Status:
Part-Time Permanent

Industry:
Business, Finance & Administration

Wage:
$ 16-18 per hour

Hours per Week:
20 hrs

467 10th St Suite 301, Hanover ON N4N 1R3
chris.ringenberg@sunlife.com
519-364-7082

Administrative Assistant

Chris Ringenberg, Financial Advisor

Job Description:

~~ROLE SUMMARY

The Administrative Assistant is a key member of our team as we seek to help our clients achieve lifetime financial security. As the Administrative Assistant, you will have three critical areas of focus on our team:

1. delivering an exceptional client experience for current and potential clients who call or come into our office
2. ensuring a full and balanced advisor calendar of appointments creating sales opportunities
3. helping to create a smooth, efficient and compliant office


KEY ACCOUNTABILITIES:
• Appointment making / client follow-up calls
• Providing fast, personalized client administrative services
• Completing and shepherding paperwork through Head Office as permitted
• Managing the administrative side of the advisor's practice conscientiously and reliably to help ensure and maintain compliance
• Managing advisor's workflow (preparation for client meetings, follow up, etc.)
• Supporting the Advisor to create marketing / sales opportunities (mining client data, marketing efforts, mailers, etc.)

Work Site Location:

Hanover

Minimum Requirements / Work Experience:

Interpersonal & Team Relationship Skills • Stron

Other Job Requirements:

Experience in Financial services is an asset but can be overcome with a strong willingness to learn and develop.

Education Required:

OSSD

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