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Licensing and Contract Specialist

1 week ago

Cambridge, Ontario, Canada Grand River Personnel Limited Full time

Job Summary

We are seeking an experienced Licensing and Contract Administrator to support the Sales team with new financial advisor onboarding, licensing, and contracting. This role is ideal for a detail-oriented individual with excellent computer skills and experience managing information systems.

Key Responsibilities:

  • Support the Sales team with new financial advisor onboarding, licensing, and contracting
  • Gather information for the onboarding process of advisors, gather licensing documentation, manage and ensure all details of new contracts are in place
  • Maintain life licensing and E&O renewals in the system, ensuring advisors are aware of their renewal periods
  • Provide accurate and timely support for the administration of the life licensing process
  • Handle advisor contracting, ensuring accurate and timely setup and sponsorship where required

Requirements:

  • Bachelor Degree or College Diploma in a related field
  • ~3-5 years of experience in a similar administrative role where you have focussed on managing information and following processes to update systems
  • Experience gathering information for the onboarding process of advisors, gathering licensing documentation, managing and ensuring all the details of new contracts are in place is a definite asset
  • Excellent computer skills with experience with MS Office software, internal web programs, and Power BI
  • Detailed records maintenance skills with the ability to maintain filing systems, basic databases, and data spreadsheets