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Toronto, ON, CANADA | North York, ON, CANADA

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This position provides administrative services support to financial services agents assisting them to obtain licenses or contracts.

Responsibilities:

· Provide administrative support to agents, co-workers & senior management

· Review licensing applications and ensure all documentations are attached

· Review NRD submissions online thoroughly

· Liaison between agents, regulators and corporate office

· Order financial and employment reports for due diligence

· Order required Errors and Omission Reports

· Answer telephone calls & email inquiries, providing information for agents, regulators & peers

· Draft standard and non-standard correspondence (memo/letters/reports)

· Fax, photocopy, file and scan documents

· Assist with special projects as required

· Perform other duties as needed

Qualifications:

· Proficient knowledge of Microsoft software: Word, Excel, Outlook, Power Point & Access

· Post secondary education preferred

· Minimum of 2-3 years working experience in the Financial Services Industry preferred

· Excellent communication skills in both verbal and written format

· Strong organizational and time management skills

· Excellent customer service skills; ability to maintain composure when confronted on issues

· Ability to work independently in a fast-paced and multi-tasking environment (within tight deadlines)

· Takes initiative, must be a self starter

· Ability to develop and build on relationships with internal and external customers

· Bilingual (French/English) would be an asset

· Team player

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