Executive Administrative Assistant, Investment Solutions Finance

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 Executive Assistant provides proactive, high‑quality, and confidential administrative support to the VP & CFO and broader finance leadership team in the Investment Solutions & SLGI Asset Management business. This role is ideal for someone who is organized, adaptable, and able to anticipate needs in a dynamic, high‑volume environment. The EA acts as a strategic partner to senior leaders by optimizing schedules, coordinating logistics, and ensuring seamless business operations.

What Will You Do?

• Provide administrative support to the VP & CFO and assist AVPs and Directors as needed.

• Proactively manage schedules, including preparing and sharing pre‑read materials/agendas as needed.

• Manage/support business expenses; provide expense coordination for staff as required.

• Assist with the preparation and distribution of key reports and presentations.

• Coordinate travel arrangements as needed.

• Arrange and coordinate meetings across multiple locations, managing conflicting demands and schedule changes.

• Plan and execute business functions (team‑building events, town halls, workshops, etc.), including room bookings, catering, and technology setup.

• Effectively collaborate with other Executive Assistants for cross‑team scheduling and coordination needs.

• Arrange visitor notices, workspace assignments, and greet guests.

• Manage collaboration platforms for digital communications (SharePoint, workplace, shared documents, shared calendars).

• Act as the Purchase Coordinator for the Investment Solutions team, including ordering office supplies, hardware, headphones, and mobile devices.

• Manage purchase orders (POs) and invoices through SAP Ariba and Concur.

What Do You Need to Succeed?

• 3–5 years’ experience as an Executive Assistant to senior executives; post-secondary education considered an asset.

• Background in financial services or insurance industry preferred.

• Proactive, adaptable, reliable, and demonstrates a strong work ethic; upholds strict confidentiality standards.

• Exceptional verbal and written communication, organization, and time management skills, with flexibility to manage shifting priorities.

• Advanced proficiency in Microsoft Suite (Word, OneNote, Excel, PowerPoint, Outlook) and Adobe; comfortable in high-volume, paperless settings.

• Displays strong judgment, decision-making skills, and a team-oriented, collaborative approach.

What does Success Look Like?

• Executives are well‑prepared, schedules run smoothly, and meetings are optimized.

• Business operations, events, and processes are executed with precision and professionalism.

• Stakeholders consistently experience excellent communication and seamless coordination.

• The EA is seen as a trusted partner who anticipates needs and drives efficiency.

• The EA identifies opportunities for process improvements, anticipates potential issues, and adapts quickly to shifting priorities.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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 [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Salary Range:

Job Category:

Posting End Date: