Bilingual Sales Support Administrator, Prospr by Sun Life

Sales Support Administrator (SSA) Prospr by Sun Life

At Sun Life Financial the client is at the centre of everything we do. As a Sales Support Administrator for

Prospr by Sunlife your work will directly contribute to our mission of helping clients achieve lifetime

financial security and live healthier lives.You will fulfill abroad spectrum of support functions aimed at enhancing the operational effectiveness of the Prospr bySun Life team.

What will you do

Reporting to theTeam Lead Service to Salesyou will:

• Manage the team inboxes to triage client requests and work items to Prosprs 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 ensureaction 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 properlysegmented and prepared for offsite storage.

What do you need to succeed

• 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. They should be able to use basic computer programs such asWindows operating systems andMicrosoftOffice suite.

• Communication skills:The candidate should haveeffectivecommunication skills to interact with team members and supervisors to provide updates on the status of their work and to collaborate on achieving objectives.

• High school diploma with 3-6 years of experience or an equivalent combination of education and experience Degree or college diploma preferred

• Must be able to obtain Reliability Status through the Government of Canada prior to start date.

• Must be able to lift and carry items up to 50 lb/22.7 kg and be on your feet for extended periods of time.

• Bilingualism (French English both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

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

Whats in it for you

• Fitness and wellness programs that help you balance work and life and enjoy a healthier

• Fluid workspaces where you can choose from a variety of workstations offices and collaboration zones based on your daily needs

• We offera5-day workweekattractive salary and excellent career development opportunities to the right candidate.