S&r Sales

2 weeks ago


Waterloo, Canada Equitable Life of Canada Full time

At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.

**Position Title**: Casual Admin, CE credits

**Reports To**: Director, Marketing

**Department**: Savings and Retirement

**Term**: Casual - approximately 1 to 5 hours per week

**The Opportunity**:
Looking for an interesting opportunity to work on a casual basis for one to five hours per week? Look no further We are looking for someone to help us manage and administer the Continuing Education Credits to advisors who attend our presentations.

**What you will be doing**:

- Working with the Sales and Distribution Coordinator to prioritize CE credit requests
- Managing CE credit processes - review requests for CE credits and ensure they meet the requirements, contact the Regional Investment Sales Representative regarding requests that have not been completed properly, issue CE credit certificates to advisors
- Provide updates and bring forward issues or concerns with CE credit requests
- Keep and maintain records of CE credits issued for reference and audit purposes
- Submit presentations to for CE credit accreditation as required

**What you will bring**:

- Solid experience with the Microsoft Office productivity suite including Excel, Word and PowerPoint
- Effective communications (written and verbal) to convey status and issues with CE credit certificates.
- Strong organizational skills with the ability to manage multiple tasks concurrently

**What’s in it for you**:

- A healthy work-life balance with employee wellness top of mind
- We value open, honest communication between team members, challenging each other to continually improve
- Employee resource groups that support an inclusive work environment
- Regular EQ Together events focused on company togetherness and collaboration
- Gain work experience in financial services
- Use and improve Microsoft office skills

To learn more about Equitable Life, we encourage you to explore our organization.



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