Executive Administrative Assistant - Chief Investment Offer, Fixed Income - SLC Management Details

Executive Administrative Assistant - Chief Investment Offer, Fixed Income - SLC Management

Sun Life Financial - New York, NY

Employment Type : Full-Time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients’ evolving needs. Our history of organic and strategic growth reflects this commitment with over CA$303/US$227 billion in assets under management.

We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. 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 and live by a set of core values that put our clients’ needs and goals first. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a collaborative, inclusive environment, focused on growth and opportunity, where you will be encouraged and empowered to meet the challenges of a highly competitive landscape.

We are looking for talented professionals at all stages of their financial careers: those who are ready to learn, those who are ready to innovate, and those who are ready to lead.

Visit us at https://www.slcmanagement.com/inv

Summary:

The incumbent will be responsible for providing efficient and quality administrative support for the Chief Investment Officer for Total Return Fixed Income by demonstrating 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 this busy, dynamic executive.

The successful candidate will be a self-confident, pro-active and exceedingly organized! The role requires the ability to prioritize and manage competing demands.

Main Accountabilities:

• Calendar and schedule management based on a practical understanding of the business priorities; ensures adequate preparation for meetings (pre-mail – incoming/outgoing)
• Book travel and manage expenses for CIO
• Manage 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
• Manages updates to team including distribution lists, calendar and activities
• Provides customer focused service to internal and external clients
• Responds to general inquiries via e-mail, phone, and face-to-face contact
• Provide filing and necessary record keeping
• Answers and directs telephone calls
• Identifies potential problems and shifting priorities
• Ad hoc projects including building and formatting PowerPoint presentations, creating and updating Excel spreadsheets and Word documents etc.
• Salesforce contact and meeting entries/management
• Other administrative tasks as required

Requirements & Skills:

• 5-7 years administrative support or operations experience preferred
• Proficiency in Microsoft Office (Word, Excel, PowerPoint), and able to quickly learn enterprise applications
• Resourceful, innovative, highly service-oriented, and a team player
• Energetic self-starter who is able to take initiative, work with limited supervision
• Strong organizational and time management skills with the ability to multitask and work in a fast-paced and constantly changing environment
• Strong attention to detail
• Responsive, proactive and flexible
• Strong communication and interpersonal skills with the ability to interact with a wide range of individuals in different situations requiring tact, diplomacy, judgment and discretion
• Takes personal responsibility for delivering quality service
• Resourceful at problem solving and continually improving job processes and procedures
• Ability to work well under pressure
• Knowledge of Salesforce, Oracle, Zoom and Concur is a plus

Equal employment opportunity and nondiscrimination policy
It is the policy of SLF U.S. that we will recruit, hire, train, and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to age, race, color, religion, national origin, ancestry, gender, sex (including but not limited to pregnancy, childbirth, or breastfeeding), sexual orientation, gender identity or expression, military or veteran status, physical or mental disability, medical condition, genetic information, marital status, or other legally protected status, and we will ensure that all employment decisions are based only on valid job requirements.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

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