Join Sun Life as a Wealth Sales Operations Coordinator in a agile hybrid role. Support retail distribution leadership with administration and coordination while helping Clients achieve financial security. As part of Sun Life Global Investments, you will provide crucial support to the Retail Distribution leadership team.
Your role includes coordinating meetings, event planning, and managing expense reports while ensuring seamless operations and communication across departments. Emphasize teamwork and foster an setting of continuous improvement. Key Responsibilities:
Coordinate planning activities for Retail leadership initiatives
Schedule meetings and manage RSVP compilation
Organize and execute retail events and presentations
Process expense reports diligently and ensure prompt payment
Engage with various departments for smooth collaboration Requirements:
At least 2 years of administrative experience, preferably in finance
College Diploma or equivalent required
Proficient in MS Office, especially Excel
Robust attention to detail and organizational skills
Knowledge of the mutual fund industry preferred Utilize your skills to enhance operational efficiency and support Sun Life's mission in making a difference for Clients.
📌 Sun Life Wealth Sales Operations Coordinator Toronto
🏢 Sun Life Financial
📍 Toronto
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