Administrative Coordinator (Financial Services- Licensing/Contracting)- Bilingual French & English

Transamerica•Toronto, ON

10d•Hybrid

About The Position

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. Transamerica is organized into three distinct businesses: World Financial Group (including Transamerica Financial Advisors), Protection Solutions and Savings & Investments (comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions), and Financial Assets (which includes legacy blocks of long term care, universal life, and variable and fixed annuities). These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs (covering Communications, Brand, and Government and Policy Affairs). Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com. The Administrative Coordinator provides administrative support to a national sales force distributing financial service products, primarily handling education, correspondence, and general tasks related to contracting, licensing, and sales field services.

Requirements

Two years of experience in an administrative support or related role
Bilingual; English/French (oral and written)
Excellent communication skills
Interpersonal skills and the ability to build relationships with internal and external contacts
Ability to work independently in a fast-paced environment
Organizational and multi-tasking skills
Attention to detail
Advanced skills using MS Excel
Proficiency using MS Word, Excel, Outlook and PowerPoint

Nice To Haves

Financial services industry experience
Post-secondary education
CSC and/or IFSE course completion
WinFund Platform experience

Responsibilities

Provide administrative support to sales field, internal and external staff, and senior management.
Update license and contracting requirements accurately and promptly within deadlines.
Respond to inquiries from sales field, internal and external staff, and regulatory bodies.
Draft standard and non-standard correspondence (e.g. memos, letters, reports).
Initiate and participate in process and database improvement projects.
Fax, photocopy, file and scan documents.

Benefits

Competitive Paid Time Off
Ten (10) paid holidays per year
Ten (10) sick days per year
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave
Adoption Assistance
Employee Assistance Program
College Coach Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Peer Recognition Program (BRAVO)
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program