Executive Assistant

Role Overview

• Provide administrative support to Regional Vice Presidents (RVPs)
• Support leaders in the execution of their work, navigating the Centre of Excellence (CoE), and Head Office (HO) environment effectively
• Provide accurate, organized, and efficient administrative support; collect data, track data, research information, manage calendars, create files, and maintain files etc.
• Organize business travel and accommodations for the leaders, make appropriate arrangements for travel and other appointments
• Monitor email and incoming mail throughout the day, filter and direct incoming calls to the appropriate areas as required, route or answer routine correspondence
• Prepare reports, monitor received reports and ensure timely and proper distribution
• Provide office management support, ensure accurate invoicing, billing, and expense administration
• Drive effective meetings and events management for the Region
• Coordinate meetings, support events and organize conference calls including: booking rooms, tracking future agenda items, setting agendas, tracking action items, coordinating locations, catering, setting up technology services, and arranging needs for guests as required
• Enable leadership team readiness for Key Performance Indicator (KPI) and Business Planning monitoring
• Prepare agendas and reports on a daily basis in advance of meetings
• Provide operations management and support at the regional level
• Prepare presentations, monthly Regional and Financial Centre (FC) news bulletins, campaign correspondence, communications, and other reports as required
• Support the team by continuously developing knowledge in own area and identify areas to processes to increase efficiency
• Manage shared drives, SharePoint sites, and maintain access to Manhattan
• Provide back up support for Financial Centre Administrators (FCAs) in locations where roles are co-located
• Support in managing client interaction in accordance with Regional Vice President (RVP) expectations and professional standards
• Deliver professional and courteous service to all clients and visitors
• Exercise confidentiality and discretion in managing correspondence or information; escalate issues where appropriate

Requirements

• Executive administrative assistant experience
• Excellent time management and organizational skills with ability to manage conflicting priorities
• Ability to anticipate and respond to needs in a fast-paced environment
• Sound judgment with decision-making, negotiation and excellent communication skills
• Ability to work independently with minimal direction and frequent interruptions
• Comfortable in a fast-paced environment and solid comfort with digital technology
• Requires the ability to handle highly sensitive and confidential information
• Experience using multiple technology platforms including Microsoft Office Products, SharePoint, expense management and procurement platforms, etc.
• Able to quickly learn and be proficient in understanding the overall Sun Life and Client Experience Office organizations
• Must possess a high level of commitment and dedication to the role and team
• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

Benefits

• Flexible Benefits from the day you join to meet the needs of you and your family
• Opportunity to move along a variety of career paths with amazing networking potential
• Inclusive and respectful environment
• Recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
• Prioritization of employee well-being, fostering a positive work culture, and achieving excellence in mental health