Managerial & Consulting Victoria Area
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Managerial & Consulting Victoria Area

SUNLIFE Position: Financial

SUNLIFE Position: Financial Centre Administrator (FCA) Role Overview: Support local leadership with presentations and administration of FC events and meetings (including support to aimed at coordinating events, meetings for Advisor recruit, referrals or hosting external guests and Head Office leaders) Administer (new advisor) and (advisor termination) administrative processes, including managing phones, copier, and security set up of client file transitions and retention Act as member of FC Health and Safety committee including conducting required reviews and managing deficiencies&nbsp Assist with on-site reporting and investigation as required in the event of a Business Continuity Crisis or Privacy Incident Management Ensure optimal administrative level of effectiveness and efficiency in the Financial Centre (FC) location · Responsible for the ordering of manager, advisor and staff equipment (laptop, desktop, etc.), proper and complete return of equipment when manager, advisors, staff leave the organization Metrics: Accuracy on expense management, banking reporting and processing Accuracy on managing coordination of agendas, meetings, bookings and required reports Response time on inquires &ndash email and in person&nbsp Ability to contribute positively to the client experience&nbsp Contribute to the core values of being an SLF advisor and manager Learn more and APPLY at www.sunlife.ca/becomeanadvisor To meet us in person, please come and see us at The Black Press Career and Post-Secondary Education Event. - Free Admission- Bring Your Resume Thursday&nbspAug 25, 2022 11:00 AM - 3:00 PM Country Club Centre Shopping Mall 3200 North Island Hwy,&nbspNanaimo, BC

Ad #
39653239
Posted
August 6, 2022
Expiry
September 5, 2022
Status
EXPIRED
Details
New, Commercial Seller
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