Service Associate
Sutton Wealth Planning – Sutton Benefits & Pension serves their clients by providing expert advice in financial planning, benefits & pension. Founded by Bob Sutton in 1990, Sutton was started on the premise of providing objective and reliable advice to clients in the pursuit of their financial security and peace of mind by treating them with respect and always putting their interests first. Building on this foundation, Sutton has built a team that is friendly, engaged and professional. Their attitude demonstrates genuine caring and interest in the needs, concerns, and goals of clients. For more information on Sutton, visit: https://suttonplanning.ca/
The Service Associate will provide a high level of administrative support and coordination to manage the day-to-day workflow of the benefits team, prioritize various projects, and ensure client service standards are achieved in accordance with company policies and processes. The Service Associate will also play an integral role in engaging new clients through administrative support to the lead Benefits Advisor. Primary duties include booking appointments with clients and prospects, assistance with preparation and follow-up to the meetings, and actively supporting group goals. The successful candidate will have a can-do attitude, be highly organized and skilled with prioritization and project management and is a team player that will contribute to maintaining the overall company culture.
This role is a great fit for someone who is personable and enjoys being in a supportive role that has a blend of customer interaction and administrative duties with a friendly, fun, engaged, passionate and professional team.
Sutton is a great place to work because they focus on their people. They provide an above average total rewards package and encourage professional development and growth.
Requirements:
Education and Experience:
- Business Certificate or Diploma
- 3-5 years in a client service & administrative role
- Experience in the group benefits industry is an asset, though not required
- Basic knowledge of computer programs and software
Skills and Competencies:
- Highly organized with the ability to prioritize, multi-task and follow through
- Ability to prioritize, manage competing priorities, and make decisions
- Collaborative, team player and has a strong orientation to build good relationships
- Self-motivated and demonstrates initiative
- Strong communication skills, verbally and written
- Interpersonal, friendly, and welcoming personality
- Confident team player