Administrative Assistant
Sunlife Financial 4.0284 reviews - Abbotsford, BC

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Job Description for Client Service & Administrative Assistant


This position is responsible for providing client service and administrative support. There is an emphasis on providing full support to the principal advisor to prepare and serve his clientele.

Key Responsibilities:

Client Meetings for Advisors

  • Schedule client meetings and appointments for the advisors
  • Accountable for maintaining the required meeting schedule and number of appointments with clients based on activity goals and service standards set by the advisors

Marketing, Case Preparation & Presentations

  • Co-ordination, preparation and completion of quotes, presentations, spreadsheets, statements, forms and materials for client meetings and reviews
  • Prepare insurance & portfolio summaries
  • Review notes and actions in CDS software and determine actions to be taken and target dates to be acted on.

Administration & Operations for Advisors

  • Manage own and others’ schedules/calendars
  • Participate in team meetings (including agendas & minutes)
  • Business processing and follow-up
  • Review of forms, applications & paperwork for accuracy and completeness
  • Ensure underwriting requirements are met for risk products
  • Manage and expedite the underwriting process, including liaising with underwriters, paramedical and medical organizations
  • Follow-up on outstanding information and requirements, co-ordinate with supplier companies, prepare statements
  • Maintain database, downloads/feeds of data, filing, etc.
  • Computer and printer updates and general maintenance
  • Completion of fund to fund transfers and redemptions
  • Investigate and solve administrative issues accurately and completely
  • Understand and comply with compliance standards and regulations
  • Manage licencing and compliance standards for the team
  • Insure forms are up to date
  • Order supplies, brochures and forms
  • Ensure Know Your Client forms are up to date
  • Develop and maintain effective workflow policies and procedures
  • Stay abreast of, review and monitor new insurance products and new investments related to clientele needs
  • Track, update and report Continuing Education Credits for all licensed team members

Client Service

  • Answer phones
  • Confirm Appointments
  • Create and maintain file standards and do the filing (paper & electronic)
  • Mail, fax and courier
  • Enter CDS notes and maintain client logs
  • Prepare client correspondence
  • Professionally respond & assist clients who inquire with phone calls and/or e-mail by creating a prompt and high touch experience
  • Solve problems with tact, diplomacy and professionalism
  • Track new business
  • Review client file and CDS for next actions and planning/sales opportunities
  • Track term deposit rates and renewals
  • Sustain a good rapport with clients and maintain the company image through effective communication

Flexible Hours approx 30 per week

Financial Industry experience would be an asset

About this company
4.0284 reviews
Sun Life is a leading international provider of protection and wealth accumulation products and services to individual and corporate...