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Administrative Coordinator
29 minutes ago
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.* Facilitate and support initial, reactivation, and reinstatement applications for mutual funds licenses.* Follow-up and document National Registration Database (NRD) submissions, including outside business activity (OBAs), address updates, financial disclosures, etc.* Enter and record mutual fund registration terminations in the system and notify necessary parties.* Perform NRD annual renewals.* Participate in the Annual Disclosure process.* Update of NRD training documentation.* Update of various internal systems.* Respond to inquiries from field, internal and external staff and regulatory bodies.* Provide administrative support to field agents, and internal and external staff.* Follow file management and record management procedures.* Draft standard and non-standard correspondence as required.* Initiate and participate in process and database improvements.* Act in a registration support capacity for the Compliance department.* Support projects and audits as requested.* Two years of experience in an administrative support or related role* Excellent written and verbal communication skills* Interpersonal and customer service skills to build relationships with internal and external contacts* Excellent organizational and multi-tasking skills* Attention to detail* Ability to work independently and as part of a team in a fast-paced environment* Proficiency using MS Excel, Word, Outlook, PowerPoint* Post-secondary education in a business field* Experience in the insurance and/or mutual fund industry* Experience with National Registration Database (NRD)The salary for this position generally ranges between $50,000 - $53,000 (CAD) annually. *Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including*qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities
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