Administrative Assistant (LAA) Profile

 
ROLE SUMMARY
 
The LAA is a key member of our team as we help our clients achieve lifetime financial security. As an integral part of the success of Mark Jordan Financial Services, you will have six critical areas of focus:
 

• Create weekly call lists, calling clients for annual and semi-annual appointments.   Mine insurance clients for potential sales appointments, etc. Keeping Mark’s calendar filled with client appointments is the most important aspect of this position.  Salesforce notes must be concise with previous appointments and future scheduling.
• Gain advanced understanding of all Sun Life software, ieSalesforce, SunVision, etc. and sharing that knowledge with advisor and staff.  Successful candidates must have the ability to trouble shoot, software issues and liaison with head office specialists if needed.
• Prepare files for advisor appointments:  Adhering to SNLF compliance and office procedures, when maintaining files and file room.
• Handle in-force business issues as assigned.  Maintain complete notes in our client data system, documenting every client interaction on their behalf or conversation with head office.
• Maintain knowledge of and adherence to compliance & office procedures.
• Ideal candidate would be Mutual fund and Life Licensed or be willing to obtain licences immediately.

 
REQUIRED SKILLS AND COMPETENCIES:
 

Interpersonal Relationship Skills Strong relationship-building skills – strong communicator, wants to be part of a team but also works well independently; willing to receive and provide constructive feedback to improve own knowledge, team processes, etc.	Administrative Skills Advanced computer and keyboarding skills. Intermediate to advance knowledge of Microsoft office programs  Attention to detail, thoroughness, accuracy Strong ability to set priorities and manage time
Client Service Skills Pleasant / cheerful / happy – enjoys customer service in a sales environment Strong verbal and written communication skills Is patient and composed under pressure Resilient, able to handle objections and challenges from clients while remaining calm	Personal Reliability Action Oriented – is proactive, takes initiative, self-starter, leader in their field Good judgment and common sense High Integrity and trustworthiness Dependable and Conscientious