Office Administrator or Associate Advisor

at  Sun Life

JOB SUMMARY

I am seeking a friendly, proactive and highly organized Office Administrator to support my work with clients. The ideal candidate will be responsible for overseeing daily office operations, ensuring efficient administrative processes, and supporting various insurance and investment services. This role requires strong, pleasant communication skills and the ability to follow tasks through to a suitable resolution.

EXPERIENCE

• Proven experience in an administrative role or office management position is preferred. Experience in insurance or investments is a bonus.
• Strong organizational skills with the ability to prioritize tasks effectively.
• Excellent verbal and written communication skills to interact with clients, advisor(s), head office and third party vendors.
• Familiarity with salesforce and reporting is advantageous.
• Experience with customer relationship management practices is a plus.
• Proficiency in using office software applications (e.g., Microsoft Office Suite) is essential.
  If you are a motivated individual looking to support a compassionate advior and holistic business, I encourage you to apply for this exciting opportunity.
  Job Types: Full-time, Part-time
  Pay: From $20.00 per hour
  Expected hours: 20 – 40 per week

Additional pay:

• Bonus pay
• Commission pay

Benefits:

• Dental care
• Extended health care
• Paid time off

Flexible language requirement:

• French not required

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Kingston, ON K7M 8S8: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Must be able to obtain a valid vulnerable sector background check.

Education:

• Secondary School (preferred)

Work Location: Hybrid remote in Kingston, ON K7M 8S8
Application deadline: 2025-02-1

• Manage office deadlines, ensuring all necessary requirements have been recieved on time.
• Oversee the customer relationship management, including maintaining relationships and providing service.
• Coordinate sales and service activities and assist in progress reporting as needed.
• Handle tasks such as onboarding new clients and maintaining client records.
• Process requests accurately and in a timely manner.
• Implement and maintain office procedures to enhance productivity and efficiency.
• Utilize phone, email and calendar to manage incoming requests and communicate effectively with clients, advisor(s) and headoffice.
• Provide administrative support to the advisor(s), including scheduling meetings, preparing reports, and organizing files.
• Foster a positive team environment through effective time management, progress tracking and communication.