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Administrative Assistant
City:Toronto, Ontario
Company:SunLife Financial

SunLife Financial

Administrative Assistant-CUS06040

Role Summary:

You are confident, calm, highly organized, have a sense of urgency, can juggle multiple priorities, learn new systems quickly, a great communicator, and seek to find solutions yourself.  You are excited about working in a fast paced and changing environment.    

The Administrative Assistant role is responsible for the Regional Vice President.  

The role manages a variety of administrative functions such as meeting and events, managing schedules and booking meetings, booking travel, submitting expenses, working on documents and presentations, and other duties as determined from time to time. There is a heavy organizational component to the role and the successful candidate will need to be a self-starter. We are looking for a self-confident, professional individual with superior organization, time management and multi-tasking skills, to join our dynamic team

Key Accountabilities:

Meetings / Events

Maintain calendars, book meetings for Regional Vice President

Coordinate travel arrangements for RVP 

Arrange / coordinate (on and offsite) business functions, Advisor & Plan Sponsor events and employee meetings, including: 

Booking venue/meeting rooms, 

Arranging for equipment, catering, etc.

Creating agenda, arranging speakers, managing invites, preparing name tags, hand-outs, etc.

Budget tracking for each event

Budget / Reporting

Maintain department budget info for each cost centre (budget management, expense reimbursements, cheque requests, etc.)

Manage purchases made through purchasing card (Pcard) and reconcile monthly online statement, Request cheques, Pay Invoices, etc.

Purchase and monitor inventory of promotional items/sponsorships given throughout the year for various client events, i.e. golf sponsorships, wellness fairs, etc.

Assist in the preparation and distribution of reports and internal communications

General Administrative and Office

Prepare / compose correspondence and presentations for the RVP as requested.   

Ensure that new hires are set up with appropriate access - as requested by the manager (access to databases, systems, LAN, mailing lists and request required hardware (pc, phone, etc.)

CRM SuperUser for SunSolutions (managing Advisor & Client contact information); Keep Mailing lists up to date; Run weekly Sales Activity and other CRM reports for RVP 

Update Business Continuity information

Deliver postal mail, faxes;  Order office supplies / promotional items on the Oracle and Grand & Toy online systems

Archive and retrieve files from offsite storage


Ability to multi-task within a fast paced environment while maintaining a high degree of accuracy

Strong problem solving, time management and analytical skills 

Attention to detail

Delivers on commitments,  working independently to meet tight deadlines

High level of autonomy and accountability

Excellent written and oral communication skills

Highly skilled in MS Word, PowerPoint and Excel

Occasional overtime may be required during peak periods to meet budget and other deadlines.

In Group Benefits, we serve more than 5 million Canadians - plan members and their dependents - through our more than 11,000 group benefit plans across the country.  Our customers include employees, associations, affinity groups and creditors in virtually every industry in Canada, and we're proud to be their benefits provider.

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

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

Job : Customer Service / Operations

Primary Location: CA-ON-Toronto - Sun Life Financial Toronto One York, 1 York Street 

Toronto M5J 0B6

Employee Status : Regular-Full-time

Unposting Date : May 2, 2017, 3:59:00 AM  

To Apply:

Sunlife Position




For more information contact us:

Phone: (416) 413-4922
Posted on: 2017-04-19
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