Onboarding & Administrative Training Specialist

1 week ago


Hamilton, Ontario, Canada EightSix Network Inc Full time
Onboarding & Administrative Training Specialist

Part Time / Full Time

Onboarding & Administrative Training Specialist

-An extension of the contracting team, the Onboarding and Administrative Training Specialist will work closely with the Manager of Contracting and Business Development Managers (BDMs) to deliver a smooth transition and positive onboarding experience for new advisors to the firm.


• The first internal point of contact for BDMs once all necessary onboarding requirements have been gathered.


• Provide advisors with guidance and training on the APEXA platform and related onboarding inquiries revolving around this platform.


• Responsible for Advisor Broker Management set up for all lines of business, apply applicable advisor tags, while also adding them to required reports.


• Responsible for Advisor Admin Broker Management set up for all lines of business.


• Create and manage Advisor and Assistant administrative platform credentials.


• Deliver Advisor and Admin training on all administrative platforms.


• Communicate with H/O staff regarding new advisors.


• Develop, manage and deliver new advisor training and administrative materials & guides (welcome package, admin support guides etc.) and email for all office locations.


• Effectively communicate advisor set up to contracting specialists while also helping to facilitate solutions for contracting related advisor concerns.


• Overrides, transfers of business, selling code issues etc.


• Work closely with the Illustration and Events Coordinator to plan and host annual administrative conference day.


• Build annual training program and prepare teaching plans

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The Vantage Talent Group in Hamilton, Ontario, Canada

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