Licensing Assistant Administrator

3 weeks ago


Toronto, Canada Neilson Financial Services Full time

This responsibility extends to managing renewals of these Life Licenses as well as tracking their individual CE Credits to ensure all personal development requirements are being maintained. In addition, this role would act as the Administrator for the Sales Academy with registration of courses and examinations for our unlicensed agents and reconciliation of monthly receipts.

This role would also serve as a backup for the Business Support Coordinator.

**Here's What You'll Need**:

- Previous experience in a clerical role, ideally within a Life or similar regulated Insurance Industry
- Proven ability to interact over the telephone and face-to-face in a clear and professional manner
- Accuracy and attention to detail
- Skilled PC and Microsoft Office user
- Excellent organization skills
- Consistently demonstrate NFS values
- Relationship focused and able to deal with multiple stakeholders
- Take pride in work performed
- Be able to prioritize workload to achieve results
- Time management

**Here's What You'll Do**:

- Positively welcome new Advisors to the business to give a great first impression of Neilson and your support and service to their licensing needs
- Help Advisors be licensed in the most time effective manner possible across multiple Provinces as required by the business
- Help Advisors secure Errors and Omissions Insurance
- Assist with tracking total CE Credit hours of Advisors and ensure appropriate notifications or course invitations are submitted for them to engage in
- Manage registrations of all courses and examinations for recruits into the Sales Academy
- Monthly reconciliation of Sales Academy receipts
- Act as the backup for the Business Support Coordinator when time is permitted
- Consistently demonstrate NFS values
- Relationship focused and able to deal with multiple stakeholders
- Take pride in work performed
- Be able to prioritize workload to achieve results
- Time management

This role is responsible for assisting in supporting a culture instilled with the NFS values:
**Customer Focused - **_“We earn our customers’ loyalty by exceeding their expectations”_

**Results Driven - **_“We are passionate about results - through hard work, continuous improvement and a professional approach”_

**Team Spirited** - _“As individuals we are good but as a team, we are better”_

**About Neilson Financial**:
We're a multinational life insurance provider, offering customers a wide range of life insurance products. Our team is growing

We are a spirited team, dedicated to driving innovative thinking, results-driven and delivering an unrivalled customer experience, coupled with the relentless passion to keep it simple and fair to our customers. We work hard and when you have passionate, dynamic people around you, it’s a great environment to work in

**What We Offer**:

- A modern and clean office in downtown Toronto that is easily accessible by transit
- A great benefits package and RRSP matching
- The opportunity to launch a career with growth and learning opportunities
- A collaborative and positive company culture
- A diverse and inclusive work environment
- Competitive salary

**Salary**: $35,000.00-$50,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- RRSP match
- Vision care

Schedule:

- 8 hour shift
- Day shift

Ability to commute/relocate:

- Toronto, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)



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