Administrative Coordinator

2 weeks ago

Toronto, Canada Transamerica Full time

Job Family Operations - General
Job Description Summary The Registration Coordinator will provide administrative support to a national sales force distributing financial service products, with a focus on the mutual fund registrations of applicants. Administer and assist field agents to obtain mutual fund licenses and maintain the accuracy of WFG Securities Inc. registration records. Job Description

**Responsibilities**:
Follow-up and document National Registration Database (NRD) submissions, including outside business activity (OBAs), address updates, financial disclosures, etc.
Enter and record mutual fund registration terminations in the system and notify necessary parties.
Perform NRD annual renewals.
Participate in the Annual Disclosure process.
Update of NRD training documentation.
Update of various internal systems.
Respond to inquiries from field, internal and external staff and regulatory bodies.
Provide administrative support to field agents, and internal and external staff.
Follow file management and record management procedures.
Draft standard and non-standard correspondence as required.
Initiate and participate in process and database improvements.
Act in a registration support capacity for the Compliance department.
Support projects and audits as requested.

**Qualifications**:
Two years of experience in an administrative support or related role
Excellent written and verbal communication skills
Interpersonal and customer service skills to build relationships with internal and external contacts
Excellent organizational and multi-tasking skills
Attention to detail
Ability to work independently and as part of a team in a fast-paced environment
Proficiency using MS Excel, Word, Outlook, PowerPoint

Preferred Qualifications
Post-secondary education in a business field
Experience in the insurance and/or mutual fund industry
Experience with National Registration Database (NRD)

Working Conditions
Office or hybrid office/remote environment

Why Work for Us

**Total Rewards at Transamerica**: It’s more than a paycheck.

Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mindto help you live your best life, grow personally and professionally - and feel valued for the work you do.

Learn more about our Total Rewards Package.

**Equal Opportunity Employer**:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

**Ontario Applicants**:
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