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Onboarding & Administrative Training Specialist
1 week ago
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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Onboarding & Administrative Training Specialist
1 month ago
Hamilton, Ontario, Ontario, Canada The Vantage Talent Group Full timeResponsibilities-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...
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Hamilton, Ontario, Canada The Vantage Talent Group Full timeResponsibilitiesAn 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...
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