The office of Dylan Eckes - Advisor, Sun Life is hiring. We provide premium wealth management and financial planning services. We move fast, value high performance, and pride ourselves on delivering an exceptional, seamless experience for our clients. We are growing rapidly and need a sharp, proactive professional to anchor our office operations.
Position Overview
We are seeking an execution-focused, highly organized Administrative Coordinator to serve as the backbone of our daily operations. This isn't just a data-entry job; you will be the primary point of contact for clients, manage critical workflows, and ensure the office runs like a well-oiled machine.
If you are a master of detail, thrive in an autonomous environment, and pride yourself on being two steps ahead, you’ll fit right in.
Key Responsibilities
Client Experience: Serve as the professional face and voice of the firm—greeting clients, handling incoming inquiries, and managing scheduling with precision.
Workflow & Documentation: Manage client onboarding documentation, process administrative requirements, and maintain flawless digital and physical filing systems.
Office Operations: Keep daily operations organized, manage mail/couriers, track office supplies, and troubleshoot administrative bottlenecks before they impact the team.
Task Execution: Proactively manage follow-ups, ensure action items from client meetings are tracked, and support the advisory team with daily operational needs.
What You Bring to the Table
Experience: 2+ years in a professional administrative, executive assistant, or coordinator role (experience in financial services, insurance, or legal sectors is a major asset).
Technical Savvy: High proficiency with CRM software, MS Office Suite (Word, Excel, Outlook), and a quick ability to adapt to industry-specific platforms.
Unmatched Organization: You don't let details slip through the cracks. You are highly organized, process-driven, and prioritize tasks effectively under minimal supervision.
Communication Skills: Exceptional verbal and written communication skills with a polished, professional demeanor.
High Standards: You take pride in ownership of your work, adapt quickly to feedback, and remain calm and resourceful under pressure.
What We Offer
- Competitive compensation based on experience.
- A professional, modern, and high-energy work environment.
- The opportunity to play a foundational role in a thriving, growing business.
- How to Apply
- If you are a high-performing professional looking for a stable, long-term role where your organizational skills will be truly valued, we want to hear from you.Please submit your
- resume
along with a brief cover letter explaining why you are the ideal fit for a fast-paced professional environment.
[email protected]
Pay: $48,000.00-$65,000.00 per year
Benefits:
- Extended health care
- On-site parking
Work Location: In person
