Wealth Sales Coordinator

Job Description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our

Purpose:

helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Individual Insurance and Investments business unit represents close to 30% of all Sun Life Financial global revenue and more than 50% of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace.

This position works within wealth distribution under the brand of Sun Life Global Investments (SLGI). Sun Life Global Investments brings together the strength of Sun Life Financial with the best in asset management from around the world to offer a line-up of unique world class investment solutions.

Reporting to the Director, Retail Business Initiatives this role is responsible for providing business and administrative support to the Retail Distribution leadership team (LT) by ensuring the smooth operation and execution of various sales initiatives and activities.

• Support the Director, Retail Business Initiatives through the coordination of planning activities as related to the Retail management operating system. This will require engagement across all areas of SLGI and will be focused, but not limited to, the following:
  • Schedule meetings for the Retail LT and Retail Value Streams to ensure the proper functioning of those forums
  • Co-ordinate all events for the Retail LT and Value Streams including researching the venue, booking arrangements (food and seating), sending invitations, RSVP lists and presentation materials & kits
• Support multiple leaders within the retail distribution team with the calculation & creation of expense reports and mileage logs and ensure expense report approval in a timely manner
• Ensure prompt payment through accounting on outside contracts/services
• Take an active team approach, proactively offering solutions and giving feedback for continuous process improvement
• Execute promotional and co-operative marketing requests as needed
• Ensure a strong working relationship between other departments (i.e. Product Managers, Marketing, Finance, IT)
• Participate and attend sales conference calls and meetings
• Keep Retail LT informed of their up-coming events, presentations, webinars and road shows

• Minimum 2 years office/administrative experience, preferably within the mutual fund industry
• College Diploma or equivalent
• Advanced knowledge of MS Office (i.e. Excel, Word & Outlook)
• Experience working in a team environment
• Strong communication skills. Experience partnering with senior leaders
• Strong organization skills with a high attention to detail

• Knowledge of Mutual Fund industry - definite asset
• Previous experience working with Sales teams - definite asset
• Intermediate Excel skills (Pivot tables, V/X-look ups)
• Experience with expense reporting and expense management tools (ex. Concur)