29 Jan
Reynolds Financial Solutions with Sun Life
Calgary
Job DescriptionJob Description
Are you a resourceful problem solver with a passion for delivering exceptional client service? Are you highly organized, tech-savvy, and looking for a role in a fast-paced, collaborative environment? If so, Reynolds Financial Solutions (RFS) with Sun Life wants to hear from you!
We are looking for a positive, energetic Administrative Assistant to join our team and support the insurance desk. This is a full-time, in-office role at our Calgary location, with significant opportunities for professional development and career progression within the financial services industry.
As an Administrative Assistant, you will:
• Support up to four advisors with life and health insurance cases,
managing applications through underwriting, writing letters and emails, communicating with head office, and ensuring all client requirements (e.g., paramedical, telephone interviews, signatures) are fulfilled, filed and documented electronically and on paper to meet compliance requirements.
• Write and deliver “reasons why” letters to clients based on advisor notes regarding insurance product sales.
• Assist existing clients with in-force policy needs, including beneficiary changes, banking updates, and addressing non-sufficient funds (NSF) issues.
• Provide policy illustrations and perform insurance portfolio analyses upon request.
• Identify and act on sales opportunities within the client database, creating and executing sales campaigns to support advisors in offering tailored solutions.
• Answer inbound calls as needed, responding to client inquiries and redirecting calls to appropriate departments.
• Collaborate with advisors to anticipate needs, manage workflows, and ensure a seamless client experience.
The ideal candidate will have:
Experience and Education
• 2-3 years of administrative experience in financial services (preferred).
• College or university degree or coursework in administrative assistance programs.
• Completion of the Life Licensing Qualification Program (LLQP) or willingness to obtain it.
Technical Skills
• Proficiency in Salesforce.com (critical).
• Strong knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint).
• Ability to generate reports, analyze data, and learn new software applications quickly (critical).
Personal Attributes
• Positive, team-oriented, and self-confident with a “can-do” attitude.
• Excellent verbal and written communication skills, with a strong ability to build rapport with clients.
• Detail-oriented, organized, and capable of multitasking under pressure.
• Resilient, adaptable,
and proactive in meeting deadlines and contributing to business targets.
• Professional and diplomatic, with an understanding of confidentiality and sensitivity in client interactions.
Company DescriptionReynolds Financial Solutions (RFS) is one of the largest career sales offices for a solo elite advisor with Sun Life in Canada, offering a unique, car-themed approach to helping clients achieve lifetime financial success. We specialize in providing life and health insurance products and investment solutions, helping our clients achieve wealth, success, and protection for themselves and their families.
RFS is a leading financial services company in Calgary, Alberta, affiliated with Sun Life. We use a unique car-themed approach to guide clients through life’s financial journey, offering tailored solutions for wealth management and insurance needs.
Visit us at https://advisor.sunlife.ca/mitch.reynolds/ to learn more about our team and services.
Why Join Reynolds Financial Solutions?
• Competitive Hourly Pay: Market-leading hourly wage with quarterly incentive pay for administrative staff.
• Professional Development: Opportunities to obtain licensing for both insurance and wealth products, with licensing costs covered.
• Career Growth: Pathways to advance to executive assistant, associate advisor, or even independent financial advisor roles with Sun Life.
•tThree weeks paid vacation and additional sick days.
• Comprehensive Benefits:
• Health and dental coverage.
• Life insurance.
• Short- and long-term disability.
• Access to Lumino Health virtual care (after three-month probation).
• Group RRSP Contributions: After one year of service,
RFS matches 3% of base salary contributions to a Group RRSP for employees with up to five years of service, increasing to 5% for employees with more than five years of service.
APPLICANTS MUST PROVIDE A COVERING LETTER ALONG WITH THEIR RESUME, DESCRIBING WHY THEY ARE AN EXCELLENT FIT FOR THIS POSITION. APPLICATIONS WITHOUT A COVERING LETTER WILL NOT BE CONSIDERED.
Apply Today
If you’re ready to make an impact and grow with us, submit your application to Tatiana Reynolds at [email protected] indicating in a subject line Application for Administrative Assistant. We look forward to hearing from you! We thank all applicants for your interest and consideration but only selected for an interview will be contacted.Company DescriptionReynolds Financial Solutions (RFS)
is one of the largest career sales offices for a solo elite advisor with Sun Life in Canada, offering a unique, car-themed approach to helping clients achieve lifetime financial success. We specialize in providing life and health insurance products and investment solutions, helping our clients achieve wealth, success, and protection for themselves and their families.rnrnRFS is a leading financial services company in Calgary, Alberta, affiliated with Sun Life. We use a unique car-themed approach to guide clients through life’s financial journey, offering tailored solutions for wealth management and insurance needs. Visit us at https://advisor.sunlife.ca/mitch.reynolds/ to learn more about our team and services.rnrnWhy Join Reynolds Financial Solutions?rn• Competitive Hourly Pay: Market-leading hourly wage with quarterly incentive pay for administrative staff.rn• Professional Development:
Opportunities to obtain licensing for both insurance and wealth products, with licensing costs covered.rn• Career Growth: Pathways to advance to executive assistant, associate advisor, or even independent financial advisor roles with Sun Life.rn•tThree weeks paid vacation and additional sick days.rn• Comprehensive Benefits:rn• Health and dental coverage.rn• Life insurance.rn• Short- and long-term disability.rn• Access to Lumino Health virtual care (after three-month probation).rn• Group RRSP Contributions: After one year of service, RFS matches 3% of base salary contributions to a Group RRSP for employees with up to five years of service, increasing to 5% for employees with more than five years of service.rnrnAPPLICANTS MUST PROVIDE A COVERING LETTER ALONG WITH THEIR RESUME,
DESCRIBING WHY THEY ARE AN EXCELLENT FIT FOR THIS POSITION. APPLICATIONS WITHOUT A COVERING LETTER WILL NOT BE CONSIDERED.rnrnApply TodayrnIf you’re ready to make an impact and grow with us, submit your application to Tatiana Reynolds at [email protected] indicating in a subject line Application for Administrative Assistant. We look forward to hearing from you! We thank all applicants for your interest and consideration but only selected for an interview will be contacted.
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