Support CCO and team leaders in the execution of their work
Provide accurate, organized, and efficient administrative support; collect data, track data, research information, manage calendars, create files, and maintain files etc.
Organize business travel and accommodation for the CCO and leaders
Coordinate the preparation of comprehensive quarterly reports by pulling data from the automated GRC tool (Archer), organizing the information, following up with team members to gather required input, interact with counterparts at the enterprise Sun Life Compliance reporting team, and ensuring all deliverables meet deadlines
Monitor email and incoming action items throughout the day, filter and direct items to the appropriate areas as required
Serve as the designated Purchase coordinator for the team.
Ensure accurate expense administration and payments
Schedule and coordinate meetings and support or lead in planning team events or conferences including booking rooms, tracking future agenda items, setting agendas, coordinating locations, catering, setting up technology services, and arranging needs for guests as required
Support leadership team readiness for reviews of Key Performance Indicator (KPI) and Business Planning monitoring
Prepare agendas, presentations, communications, and other reports as required
Support the team by continuously developing knowledge in own area and identifying efficiencies
Cross Train to support other processes within the Compliance function as assigned
Manage shared drives and Compliance SharePoint sites
Build effective relationships within the Compliance team and within the community of Sun Life Administrative Assistants

Requirements

Experience working in insurance, financial services or service industry preferred
Experience with Governance, Risk and Compliance (GRC) tools such as Archer a plus
Experience with data analytic tools (e.g., Tableau) and AI agents (e.g., Co-Pilot)
4+ years of administrative assistant experience required
Bachelor’s Degree or High School Diploma or equivalent required
Demonstrated ability to work both independently and within a team-oriented setting
Take initiative and prioritize work with a sense of urgency as required
Effective communication (written and oral)
Experience using multiple technology platforms including Microsoft Office Products, SharePoint, expense management, and procurement platforms, etc.
Multitask, prioritize, and provide support to various compliance processes across the Department
Ability to collaborate with both Business and Compliance professionals
Ability to identify and prioritize issues, take initiative, and recommend practical solutions
Takes accountability for personal and professional goals and objectives
High regard for confidentiality and maintaining the privacy of clients and business information
Highly adaptable to changing work priorities of the VP and management teams

Benefits

generous vacation and sick time
market-leading paid family, parental and adoption leave
medical coverage
company paid life and AD&D insurance
disability programs
partially paid sabbatical program
401(k) employer match
stock purchase options
employer-funded retirement account
flexible, inclusive and collaborative work environment that supports career growth

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

administrative supportdata collectiondata trackingdata analysisexpense administrationreport preparationcalendar managementmultitaskingcompliance processescross training

Soft Skills

effective communicationinitiativeprioritizationteam collaborationaccountabilityadaptabilityrelationship buildingorganizational skillsproblem-solvingconfidentiality

Certifications

Bachelor’s DegreeHigh School Diploma