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 outstanding 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 workplace
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 (Canada)
🏢 Sun Life Lindsay Office
📍 Canada