Executive Administrative Assistant, Institutional Business - SLC Management - Sun Life Financial

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. 

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Executive Administrative Assistant, Institutional Business, SLC Management

What is in it for you:

The Executive Assistant, Institutional Business will support multiple leaders within SLC Managements Global Insurance Group. The candidate will play a critical role to the efficient operation of the business by providing high quality administrative support that include proactive behaviors that provide leverage to the team. This administrative support role includes calendar management, booking travel, submitting expense reports and other administrative tasks as well as ad hoc projects utilizing the Microsoft Office Suite as required for these busy, dynamic leaders. The successful candidate will be self-confident, pro-active and exceedingly organized! The role requires the ability to prioritize and manage competing demands.

What you will do:

• Calendar and schedule management for several leaders based on a practical understanding of the business priorities; ensures adequate preparation for meetings (pre-mail – incoming/outgoing) and proactively identifies potential problems and shifting priorities
• Book travel and manage expenses for leaders
• Organize events and manage end-to-end logistics, including booking rooms, coordinating catering and technology services and arranging for guests as required
• Assist in the preparation and distribution of reports and communications
• Collaborate with vendor management and finance to set up new vendors, manage Master Service Agreements (MSA) and Statements of Work (SOW) and process invoices in a timely manner
• Manage updates to team including leader routines, distribution lists, calendar and activities
• Provide customer focused service to internal and external clients
• Respond to general inquiries via e-mail, phone, and in person
• Complete filing, record keeping and document management including corporate secretary and regulatory requirements
• Ad hoc projects including creating and formatting PowerPoint presentations, Word documents and Excel
• Act as a Salesforce contact and complete meeting entries/management
• Other administrative tasks as required; including onsite location support for the Wellesley office as needed

What you will need to succeed: 

• 5+ years administrative support or operations experience preferred
• Strong consultation, communication and interpersonal skills with the ability to interact with a wide range of individuals in different situations requiring tact, diplomacy, judgment, discretion and relationship building
• Strong organizational and time management skills with the ability to multitask and work in a fast-paced and constantly changing environment
• Strong collaboration skills and ability to partner with others get to work done
• Takes personal responsibility for delivering quality service
• Energetic self-starter who is able to take initiative, work with limited supervision and has strong attention to detail
• Identifies improvement ideas and readily implements new work processes and practices
• Resourceful at problem solving and continually improving job processes and procedures
• Ability to work well under pressure
• Knowledge of Salesforce, Oracle, Zoom, Workday and Concur is a plus

Additional required skills:

Proficiency in Microsoft Office (Word, Excel, PowerPoint), and able to quickly learn enterprise

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported.  We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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