Overview
We’re growing!

Our financial advisory office in Lindsay, Ontario is preparing to add an Administrative Assistant to our team.

We’re seeking someone who is friendly, welcoming, and highly organized — the kind of person who enjoys being the first point of contact for clients and supporting a team of advisors in a busy, professional office. The role involves answering phones, booking appointments, preparing client documentation, and learning the fundamentals of investments and insurance over time.

This is an in-office role in a well-established, growing advisory practice with a robust presence in the community. If you enjoy working with people, building relationships, and being part of a collaborative team, this could be a great fit.

Duties

- Manage front desk operations, including greeting visitors and answering multi-line phone systems with professional phone etiquette
- Perform data entry and maintain accurate records.
- Handle filing, document proofreading, and general clerical tasks to ensure smooth office workflow
- Provide customer support via phone, email, or in person, ensuring excellent customer service standards




- Assist with scheduling appointments and managing calendars for staff and clients
- Maintain organized files both digitally and physically, ensuring easy retrieval of information

Skills

- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Strong computer skills with the ability to learn new software quickly
- Excellent organizational skills with attention to detail for proofreading and data entry tasks
- Strong clerical experience including filing, document management, and administrative support
- Exceptional customer service skills with professional phone etiquette for handling inquiries via multi-line phone systems
- Ability to manage front desk responsibilities efficiently in a fast-paced environment
- Ability to multitask effectively while maintaining accuracy in all tasks
- Typing speed and accuracy for efficient data entry tasks

Job Types: Full-time, Permanent

Pay: From $19.00 per hour

Expected hours: 37.5 per week

Ability to commute/relocate:

- Lindsay, ON K9V 3B8: reliably commute or plan to relocate before starting work (preferred)

Education:

- Secondary School (preferred)

Work Location: In person

📌 Administrative Assistant (Lindsay)
🏢 Sun Life Lindsay Office
📍 Lindsay