You’ll Get To…

• Serve as the first point of contact for clients, both in person and over the phone or email. This involves greeting clients warmly, managing incoming calls, directing them to the appropriate advisor/financial planners or other team members, and answering general inquiries about the firm's services.

• Schedule and coordinate client meetings with our advisor/financial planners, ensuring that calendars are efficiently managed and that clients are reminded of their appointments.

• Maintain a welcoming and professional reception area. This includes checking in visitors, managing waiting areas, and ensuring that all client interactions reflect the firm's commitment to service excellence.

• Assist with the preparation, filing, and organization of documents related to our products and services such as contracts, policies and confidential client files, digitally and physically. This includes ensuring that all client files are kept confidential and up-to-date/compliant.

• Daily maintenance of corporate social media accounts in coordination with Operations Manager.

• Process various basic insurance administration tasks.

• Coordinate with Operations Manager to audit, process and support group savings plan function, such as payroll reporting, on/offboarding, and inquiries from group plan members.

• Provide general administrative support to the team, including data entry, processing paperwork, and handling routine correspondence. This may also involve assisting with the preparation of client reports and presentations.

• Support client outreach efforts by managing follow-up communications, sending out informational materials, and helping to coordinate client mailings or digital communications.

• Help manage the day-to-day operations of the office by ordering supplies, coordinating with vendors, and ensuring that the office environment is well-organized and functional.

• Assist in preparing meeting rooms for client and team meetings, which may include setting up technology, organizing materials, and providing refreshments..

• Ensure that all activities adhere to industry regulations and legal requirements. This includes maintaining up-to-date knowledge of relevant laws and guidelines and implementing them within the firm's processes.

Who We’re Looking For

• Availability during business hours (8:30AM to 4:30PM EDT) to work a 37.5 hour work week Monday to Friday, in-office position only.

• 2+ years customer-facing experience required in a similar role (retail, hospitality, online support).

• Expertise with professional written communication and the ability to spot spelling and grammar errors.

• Proficiency with decoding conversations, identifying the cause, and aligning on end goals.

• Capability of prioritizing competing requests.

• Ability to work independently and as a member of highly functioning team.

• Proactive thinker and problem solver with a service-oriented attitude.

• Ability and willingness to learn and develop new skills.

• Strong proficiency in typing accuracy and speed, computer literacy, and Microsoft Office Suite of software’s.

• Strong proficiency and understanding of CRM (Customer Relationship Management) software such as Salesforce.

• Familiarity with Sun Life proprietary software is an asset.

• Familiarity or experience with other CRM software is an asset.

• Business administration or financial background is an asset.

Benefits & Perks

• Competitive salary.

• Life & extended health insurance with 100% covered premiums for you and dependent(s) - spouse/children if applicable.

• Comprehensive Short-term, Long-term Disability benefit, Dental benefit, and Critical Illness benefit.

• Second Opinion Consult services (world-class medical differential diagnosis).

• EFAP (Employee and Family Assistance Program).

• Flexible paid time off.

• Approved continued education reimbursement.

• Approved professional designation program reimbursement/sponsorship.

• Employee donation match to community organizations.

• Multiple employee appreciation/team building events throughout the year.

• Reimbursement of premiums for applicable license(s)/designation(s), membership(s), E&O insurance, CE credit program.

• Free private lot downtown parking.

• Close proximity to cultural landmarks such as Victoria Park.

Cash Compensation Range (CAD)

• $40,000 - $50,000

• The base cash compensation (salary) for this position will vary based on job-related criteria including relevant skills, experience, licensing, and professional industry accreditation, among other factors.

• In addition to the cash compensation above (which includes base salary and, where applicable for eligible roles, may include on-target commissions, bonuses and/or overtime pay).