Role: Administrative Assistant

Location: 4 Robert Speck Parkway, Mississauga, ON L4Z 1S1

Employment: Full-time | In-person | Monday-Friday, 9:00 a.m.-5:00 p.m.

About the Role

ThienLy Financial Solutions Inc. is seeking a highly organized, personable, and detail-oriented Administrative Assistant to support Thien Ly's financial advisory practice. The practice provides insurance and investment-related financial services and is focused on delivering professional, client-centered support. This position is well suited to someone who thrives in a fast-paced, client-facing office environment and is interested in building experience in the financial services industry.

Key Responsibilities

- Client Service, Emails & Calls: Respond to and follow up on client inquiries, manage incoming emails and phone calls, and direct requests to the appropriate person when required.
- Advisor & Administrative Support: Provide day-to-day administrative support to the Advisor, organize priorities, prepare materials, and help ensure outstanding tasks and client requests are followed through.
- Calendar & Meeting Management: Schedule client appointments, coordinate the Advisor's calendar, assist with meeting preparation, and support virtual meetings when required.
- Client Records & Documentation: Create and update client notes following meetings and inquiries, maintain organized client records, and support accurate data entry and documentation.
- Compliance & Systems Support: Help maintain required administrative and compliance records and ensure information is entered accurately into applicable systems.
- Follow-Ups & Reporting: Track outstanding items, follow up with clients and internal contacts as appropriate, and keep the Advisor informed of priorities, deadlines, and completed actions.




- Office & Client Experience: Greet clients professionally and help maintain an organized, welcoming, and efficient office environment.

Qualifications

- Excellent written and verbal communication skills and a professional, client-focused demeanor.
- Previous experience in customer service, office administration, financial services, or another related field.
- Strong organizational and relationship-building skills, with the ability to manage multiple responsibilities accurately and reliably.
- Ability to work independently, take initiative, identify needs, solve routine problems, and follow through on tasks.
- Strong attention to detail and discretion when working with client information.
- Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- Experience with Salesforce and virtual meeting platforms such as Microsoft Teams is an asset.
- Language proficiency in English is required and proficiency in Vietnamese is an asset.

Compensation & Benefits

- $38,000+ annual salary, with final compensation based on relevant experience and industry network.
- Health and dental coverage after the probationary period.
- On-site position with regular weekday hours.
- Professional office attire is expected.

How to Apply

Please submit your resume and a brief cover letter outlining your relevant experience and interest in the role to [email protected]

Key Notice

Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. All decisions with respect to an applicant's candidacy will be made by the Advisor, and not by Sun Life. You must be at least 18 years old (or 19 if in BC) and be legally entitled to work in Canada to be considered for this role.

Pay: From $19.00 per hour

Work Location: In person

📌 Administrative Assistant (Canada)
🏢 Sun Life - ThienLy Financial Solutions
📍 Canada