Senior Administrator providing vital administrative support to brokers and clients in Commercial Real Estate. Involves marketing efforts, transaction communication, and project management in a dynamic environment.
About the role
- Sales Support Administrator responsible for operational support and client management at Prospr by Sunlife. Enhancing team efficiency while ensuring effective client communications and document management.
Responsibilities
- Manage the team inboxes to triage client requests and work items to Prospr’s Insurance & Wealth Associate (IWA) and Advisor teams.
- Support campaign administration; assigning leads to Advisors and maintaining ongoing reporting.
- Run various Salesforce reports and campaigns to ensure action on open opportunities and reporting accuracy.
- Manage the retrieval and sorting of boxes containing client files for destruction, legal hold, and imaging.
- Organize documents in a systematic and logical manner to ensure easy retrieval, and adherence to the Sun Life records retention rules.
- Maintain a high attention to detail to ensure that all documents are properly segmented and prepared for offsite storage.
Requirements
- High school diploma with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferred.
- Attention to detail: Strong attention to detail to ensure critical information is not missed when sorting client files, administering tasks, and identifying key documents.
- Organization: The candidate should have excellent organizational skills to maintain a systematic and logical filing system.
- Technical skills: The candidate should have experience using scanning equipment and be proficient in uploading data into Salesforce or similar software.
- Communication skills: The candidate should have effective communication skills to interact with team members and supervisors to provide updates on the status of their work and to collaborate on achieving objectives.
- Experience that would be nice to have: Previous experience in financial services, an office environment, and/or client service roles. Strong client relationship skills and a client centric mindset. Knowledge of Salesforce.
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Pension, stock and savings programs to help build and enhance your future financial security.
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