The Financial Services Executive Assistant will be responsible for assisting our Financial Planning team in an administrative capacity. You would be working alongside two other administrative assistants as well as two assistant advisors and our senior financial planner. The successful candidate will possess a keen eye for detail and accuracy and be able to work under tight timelines and be flexible and self managed.

APPOINTMENTS

Appointment booking including calendar entry & co-ordination
Appointment confirmations & mailing/collection of any pre-appointment material
Meeting preparation (e.g. agenda, copies of client statements)
Post appointment duties including administrative processing
Enter & maintain client notes in Salesforce database

CLIENT CONCIERGE

Enter client information (e.g. DOB, address updates) into Salesforce database
Send e-mail authorizations & KYC updates to clients (CASL)
Handle banking and beneficiary changes
Handle returned/NSF insurance & investment payments
Order client gifts (flowers, baby blankets, etc.)

INSURANCE

Run life insurance illustrations using various company software
Fax insurance signature pages and file all documents in a compliant manner
Communicate with clients throughout the underwriting process
Liaise with underwriters, providers, doctors’ offices, clients and advisors to keep the underwriting process moving efficiently
Ensure newly-issued policies are delivered and recorded in Salesforce database.

INVESTMENTS

Assist with data collection and preparation of files for investment meetings
Communicate with clients throughout the account opening process
Open accounts on Svi-App and send off transfer forms to relinquishing institution and track until funds are received
Ensure all required compliance forms and documents are sent to the client and logged on Salesforce

OTHER DUTIES AS REQUESTED

Job Requirements:
Existing Mutual fund or CSC Securities License
Minimum of 3 years experience in an administrative capacity
Post secondary education a strong asset
Excellent knowledge of Microsoft Office Suite
Must be able to self manage with little to no direct supervision
Team player with a positive attitude
Strong attention to detail

Compensation:
Commensurate with experience
Health Benefits Plan
Permanent Full Time Remote Position (must live in Ontario)

Please forward your resume to karissa.binns@sunlife.com

Job Types: Full-time, Permanent

Pay: From $36,000.00 per year

Benefits:

Dental care
Extended health care
Paid time off
Work from home

Flexible language requirement:

French not required

Schedule:

8 hour shift
Monday to Friday

Experience:

Microsoft Office: 3 years (required)
Administrative experience: 3 years (required)

Work Location: Hybrid remote in Toronto, ON M5J 2P1

Giles Financial Solutions Inc.

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Financial Services Administrative Assistant