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Licensing Specialist

4 months ago

Mississauga, Ontario, Canada Primerica Full time
About this Position

We are looking for a Bilingual Licensing Specialist to join our Mutual Fund Licensing Department.

Responsibilities and Qualifications

RESPONSIBILITIES:

  • Receive and sort incoming mail
  • Responsible for keying and processing registration renewal and Form 4 fees
  • Responsible for the activation of approved licenses
  • Monitor and update PFS reps information in PFSI systems
  • Process accounting adjustments
  • Perform departmental quality control by recognizing unusual occurrences and bringing them to management's attention
  • Contact agents to collect the missing information
  • Verify the fees received and the entries in Mainframe related to registration fees are balanced
  • Protect the company's authority to do business by complying with legal and ethical standards, policies and procedures
  • Miscellaneous duties as assigned

QUALIFICATIONS:

  • Postsecondary education or equivalent knowledge and skills acquired through related work experience
  • A minimum of 1 year of office experience would be an asset
  • Ability to identify departmental workflow
  • Ability to identify problems and formulate solutions to problems
  • Familiarity with database and mainframe systems is an asset
- understanding of the sense of urgency in terms of dealing with regulatory requirements

  • Excellent verbal and written communication skills in English and French
  • Basic knowledge of accounting would be an asset
  • Ability to interact with senior management as well as technical personnel
  • Ability to work under pressure in a high volume, fastpaced environment
  • Excellent organizational and time management skills with the ability to multitask
  • Quick learner and ability to work well both independently and in a team environment
  • Basic knowledge of MS Office programs (Word, Excel)


It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer.

We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.


At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability.

Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.