Administrative AssistantSun Life Financial

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:
The position is responsible for providing administrative support to the Office of the SLOCPI President and the Distribution Department
SPECIFIC ACCOUNTABILITIES:
Provides assistance to the SLOCPI President in arranging schedules and appointments and in the timely preparation of documents such as reports, correspondence, budgets, etc.; obtains information required to prepare the document, consolidates the information, sends follow-up reminders as necessary, prepares draft write-ups/analysis and packages the report as required.
Manages calls, correspondence, and guests/clients, referring to the appropriate parties and/or taking immediate action where feasible, such as responding to called-in query where appropriate, and preparing draft responses for review by the concerned head.
Obtains required resources for tasks and activities such as reservation of meeting rooms, ordering of required materials and ensuring necessary equipment is available.
Organizes department activities with other department AA such as meetings and Christmas parties; produces special department communication initiatives such as bulletin boards, newsletters as may be required.
Tracks the department's expense, validates monthly variance to ensure correct charging of expenses, and reports any discrepancies. Prepares travel arrangements for SLOCPI President and department guest/s.
Handles registration of President and VPs for seminars and conferences. Prepares check requests for SLOCPI President (e.g. cash advance for travel, reimbursements, etc. ) and ensures timely completion as required.
Maintains a systematic, orderly filing system; maintains and employs a variety of reference materials which are required by the department; maintains identified departmental databases. Safeguards confidential files.
Manages and replenishes supplies in a timely manner, keeping only the minimum required to be able to provide supplies as needed. Performs any other administrative tasks or special projects as assigned from time to time
SKILLS AND KNOWLEDGE REQUIRED:
College graduate of any business course with at least 3 years of work experience as a secretary or administrative assistant.
Proficient in MS Office (Word, Excel, Power point). Upon assumption of position, should be able to use various systems of the company such as CAS, Budget, CRM, Fixed Assets, Notes and Outlook .
Has general knowledge of insurance, pre need, mutual fund operations plus basic concepts of customer service.
Able to organize and lead teams composed of various levels of staff in order to organize special activities/events for the dept.
Able to exercise good judgment and analytical skills especially when handling clients/advisors in the absence of her superior. The ff. skills are also required:
- strong written and communication skills
- planning and organization skills
- stress tolerance
- customer orientation
Job Category: Administrative Services
Posting End Date:
Sun Life Financial

Manila City, Metro Manila Taguig City, Metro Manila
Permanent
Full-time