Sun Life

Sales Support Administrator

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$46,900 - CA$66,300 per year

About the role

  • Manage the team inboxes to triage client requests and work items to Prospr’s Insurance & Wealth Associate (IWA) and Advisor teams.
  • Support campaign administration; assigning leads to Advisors and maintaining ongoing reporting.
  • Run various Salesforce reports and campaigns to ensure action on open opportunities and reporting accuracy.
  • Manage the retrieval and sorting of boxes containing client files for destruction, legal hold, and imaging.
  • Organize documents in a systematic and logical manner to ensure easy retrieval, and adherence to the Sun Life records retention rules.
  • Maintain a high attention to detail to ensure that all documents are properly segmented and prepared for offsite storage.

Requirements

  • High school diploma with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferred.
  • Attention to detail: Strong attention to detail to ensure critical information is not missed when sorting client files, administering tasks, and identifying key documents.
  • Organization: The candidate should have excellent organizational skills to maintain a systematic and logical filing system.
  • Technical skills: The candidate should have experience using scanning equipment and be proficient in uploading data into Salesforce or similar software.
  • Communication skills: The candidate should have effective communication skills to interact with team members and supervisors to provide updates on the status of their work and to collaborate on achieving objectives.
  • Experience that would be nice to have: Previous experience in financial services, an office environment, and/or client service roles. Strong client relationship skills and a client centric mindset. Knowledge of Salesforce.
Benefits
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • Pension, stock and savings programs to help build and enhance your future financial security.
Applicant Tracking System Keywords

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

Hard Skills & Tools
Salesforcedata uploadingscanning equipmentreportingcampaign administrationdocument sortingrecords retention
Soft Skills
attention to detailorganizational skillscommunication skillsclient relationship skillsclient centric mindset
Certifications
high school diplomadegreecollege diploma