Sales and Service Assistant

Sun Life

. Support Account Executives and Service Specialist/Consultants .

Posted 11/12/2026full-timeMontreal • CanadaMid-LevelSenior💰 CA$52,500 - CA$81,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and time management skills while providing exceptional support in client services and office administration. Proficient in bilingual communication and adept at utilizing Microsoft Office tools to enhance reporting and correspondence.

Highest-signal resume keywords

Bilingualism (French, English)Microsoft Office ProficiencyTime Management SkillsAttention to DetailClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryReport PreparationCorrespondence CompositionPresentation PreparationOffice Administration

Soft Skills

Organizational SkillsTeamworkCommunication SkillsMulti-tasking AbilityProblem Solving

Certifications & Qualifications

High School Diploma or Higher

Industry Keywords

Group Benefits ProductsClient ServicesBusiness DevelopmentUnderwritingDisability Services

About the role

Key responsibilities & impact

Support Account Executives and Service Specialist/Consultants
Coordinate and respond to telephone and email inquiries and information requests from Clients, Advisors and Consultants
Perform data entry
Update and maintain internal reporting and tracking tools with accurate, current information
Compose and/or prepare correspondence and presentations
Request and prepare reports for advisors and clients
Order promotional and business supplies
Collaborate closely with underwriting, disability, group operations and other business areas
Manage incoming and outgoing mail
Assist with compiling relevant information for renewals
Provide support for business acquisition and retention activities for the Business Development team
Report to the Service Manager, Business Development

Requirements

What you’ll need

Bilingualism (French, English, both oral and written) is required
In-depth knowledge of Microsoft Office (Excel, Word and PowerPoint)
Time management skills with the ability to prioritize competing requests/tasks
Organizational skills
Teamwork and cooperation
Ability to multi-task within a fast-paced environment while maintaining a high degree of accuracy
Excellent written and oral communication skills
Understanding of client needs and ability to identify solutions to non-standard requests
Ability to work independently and as part of a high functioning team
Relationship building/management skills
Strong attention to detail
High School Diploma or higher and/or 0-2 years relevant work experience in office administration and client services
Understanding and knowledge of the array of Group benefits products

Benefits

Comp & perks

A friendly, collaborative and inclusive culture
A collaborative and interactive team environment
Being part of our journey in developing the next greatest digital experience
Working together, sharing common values and encouraging growth & achievement
Joining a reputable organization with over 150 years of history
Certified Great Place to Work in Canada in 2026
Hybrid work arrangement with flexibility to work from the office and virtually based on business, client and employee needs
Accommodation in the application process for persons with disabilities
Participation in various discretionary incentive plans for eligible employees