Administrative Support Professional
5 days ago
Company Information
Grand River Personnel Limited is committed to promoting accessibility for Ontarians with disabilities and complying with the Accessibility for Ontarians with Disabilities Act. We make accommodations available for applicants with disabilities in our recruitment processes.
Job Description
We are seeking an experienced Licensing and Contract Administrator to support the Sales team with new financial advisor onboarding, licensing, and contracting. The successful candidate will provide support to the Sales team by administering the life licensing process, handling advisor contracting, and maintaining life licensing and E&O renewals in the system.
Key Responsibilities:
- Support the Sales team with new financial advisor onboarding, licensing, and contracting
- Maintain accurate and up-to-date records of advisor contracting, life licensing, and E&O renewals
- Ensure timely and accurate setup and sponsorship of advisors as required
- Provide ongoing support for the administration of the life licensing process
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
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