Financial Services Administration Manager

7 days ago


Kitchener, Ontario, Canada Grand River Personnel Limited Full time
Job Description

We are seeking a highly motivated and detail-oriented Licensing and Contract Administrator to join our team at Grand River Personnel Limited. As a key member of our Sales team, you will be responsible for supporting the onboarding process of new financial advisors, managing licensing and contracting documentation, and ensuring that all details of new contracts are in place.

Responsibilities include:
1. Supporting the Sales team with new financial advisor onboarding, licensing, and contracting
2. Gathering information for the onboarding process of advisors, gathering licensing documentation
3. Managing and ensuring all details of new contracts are in place
4. Providing accurate and timely support for the administration of the life licensing process

Requirements include:
1. Bachelor Degree or College Diploma in a related field
2. 3-5 years of experience in a similar administrative role where you have focussed on managing information and following processes
3. Excellent computer skills with experience with MS Office software, internal web programs, and Power BI
4. Detailed records maintenance skills with the ability to maintain filing systems, basic databases, and data spreadsheets

About Our Company
Grand River Personnel Limited is committed to promoting accessibility for Ontarians with disabilities and complying with the Accessibility for Ontarians with Disabilities Act.

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