Executive Legal Assistant - SLC Management

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 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 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.

What is in it for you:

As an Executive Legal Assistant, Sun Life Capital Management (SLC) Legal, you will be responsible for providing efficient and high quality administrative support to a team of legal professionals. A successful candidate is expected to be a self-confident and proactive team player who possesses superior organization, time management and communication skills, as well as the ability to handle a variety of responsibilities.  The person in this role is eager to learn and detail-oriented, and enjoys collaboration and working  with others in an often fast-paced environment.

What you will do:

• Proactively anticipate the needs of the team in a dynamic and fast paced environment

• Open, track and close legal matters on document management system, correspond with external counsel and their administrative support teams, co-ordinate approval and payment of legal invoices (Legal Tracker) and purchase supplies

• Effectively complete searches of internal databases, external databases, and other records to find requested files, contracts, records, and documents (i.e. corporate profiles, PPSA, Teraview, etc.)

• Effectively complete lien searches as required for the Legal Department, business units and Corporate Real Estate

• Attend to payment of monthly Teraview statements of account and OnCorp invoices

• Effectively organize and summarize information into an easily digestible format

• Prepare, edit and format documents i.e. contracts, mortgage instruction packages, and other legal documents / transactional materials

• Manage, files and maintain transactional document records and precedent documents

• Support budget / expense management for the team

• Assist with scheduling meetings, travel arrangements, expense reimbursement, and matters relating to on-boarding and off-boarding employees

• Assist in moving forward with SLC Legal’s digital agenda and leverage technology

What you will need to succeed:

• 3+ years’ experience working as an Executive Legal Assistant or a clerk supporting lawyers

• Experience working in asset management, financial services and/or real estate-focused businesses will be an asset

• Excellent organizational and time management skills

• Excellent verbal and written communication skills

• Ability to quickly learn and be proficient in understanding the overall departmental functions, processes, goals and visions

• Proficiency in Microsoft Word, PowerPoint, Excel, Adobe, DocuSign, and other programs

• Ability to work with multiple internal systems, and internal and external databases

• Ability to perform with professionalism and deliver quality service　

• Strong interpersonal skills, and ability to work in a team environment as well as independently

• Ability to be proactive and take initiative, and to demonstrate accuracy and attention to detail

• Ability to handle and maintain confidential company information

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 maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• 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” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

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.

Salary Range

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

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 [email protected].

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