Job Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

:

Overview:

• Provides administrative support for the Estate and Financial Planning Team, including the AVP, Regional Director, EFPS Directors and EFPS Financial Planners, who in turn provide financial planning expertise and support to CSF advisors and their clients.
• EFPS Office Associate plays a key role in the successful operation of the Estate and Financial Planning Team (EFPS).

Role reports to Regional Director, EFPS

Role Accountabilities:

• Supports EFPS Directors or EFPS Financial Planners in the assembly of their financial plans.
• Collects information for and prepares various EFPS office reports
• Provides general administration duties for the Estate and Financial Planning Team.
• Provides review and oversight of Estate and Financial Planning team Letters of Engagement file.
• Requires the ability to handle highly sensitive and confidential information
• Prepare agendas and reports on a daily basis in advance of meetings
• Coordinate meetings: includes booking rooms, tracking future agenda items, setting the agenda, tracking action items, coordinating catering and technology services and arranging for guests as required
• Monitor email frequently throughout the day and incoming mail as well as compose correspondence for Regional Director and Triage Planning support.
• Provides backup for other staff with respect to routine operational work and performs other related activities as required
• Set-up projects, initiatives and candidates; assign people to tasks

Leadership / Management Competencies:

• High regard for confidentiality
• Excellent communication skills
• Excellent organizational skills
• Must be highly reliable
• Advanced PC software knowledge including MS Office (Word, Excel, PowerPoint)
• Ability to take initiative and work independently
• Strong interpersonal skills
• Strong time management skills with the ability to manage changing priorities
• Detail Oriented
• Strong Analytical Skills
• Good problem solver.
• Self motivated

Education, Licensing & Accreditation Requirements:

• College diploma or equivalent business experience

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range: 40,500/40 500 - 66,000/66 000

Job Category: Sales - Distribution Support

Posting End Date: 10/11/2022