Coordinateur administratif (Services financiers - Licences/Contrats)

Job Description

Job Description

Coordinateur administratif (Services financiers – Licences/Contrats) Bilingue français et anglais

Résumé de la description du poste

Fournir un soutien administratif à une équipe de vente nationale qui distribue des produits de services financiers. Gérer principalement la formation, la correspondance et les tâches générales liées aux contrats, à l'octroi de licenses et aux services de terrain dans le domaine de la vente.

 

Responsabilités

• Fournir un soutien administratif aux équipes de vente, au personnel interne et externe, ainsi qu'à la direction générale.
• Mettre à jour les exigences en matière de licenses et de contrats avec précision et rapidité, dans les délais requis.
• Répondre aux demandes des équipes de vente, du personnel interne et externe, ainsi que des organismes de réglementation.
• Rédiger des courriers standard et non standard (p. ex., notes de service, lettres, rapports).
• Lancer et participer à des projets d'amélioration des processus et des bases de données.
• Envoyer des fax, photocopier, classer et numériser des documents.

 

Qualifications

• Deux ans d'expérience dans un rôle de soutien administratif ou un poste similaire
• Bilingue : anglais et français (à l'oral et à l'écrit)
• Excellentes compétences en communication
• Compétences interpersonnelles et capacité à établir des relations avec des contacts internes et externes
• Capacité à travailler de manière autonome dans un environnement dynamique
• Compétences organisationnelles et capacité à gérer plusieurs tâches simultanément
• Souci du détail
• Maîtrise avancée de MS Excel
• Maîtrise de MS Word, Excel, Outlook et PowerPoint

 

Compétences souhaitées

• Expérience dans le secteur des services financiers
• Formation postsecondaire
• Certification CSC et/ou IFSE complété(s)
• Maîtrise de la plateforme WinFund

 

Conditions de travail

• Environnement hybride / en bureau

 

Rémunération

Le salaire pour ce poste se situe généralement entre 50 000 $ et 53 000 $ par année . Veuillez noter que cette fourchette salariale constitue une estimation de bonne foi pour ce poste et que le salaire de départ réel est déterminé en fonction de plusieurs facteurs, notamment les qualifications, l'expérience, la région géographique, le lieu de travail (au bureau, hybride ou à distance) et les besoins opérationnels. Le salaire peut être supérieur ou inférieur aux montants indiqués, conformément aux lois applicables.

 

Avertissement :

Méfiez-vous des fausses offres d'emploi !

Nous avons été informés de l'existence d'escrocs se faisant passer pour des recruteurs de Transamerica, notamment pour des postes à distance. Veuillez noter que :

• Nous ne vous demanderons jamais de fournir des informations personnelles telles qu'une pièce d'identité ou de payer à l'avance pour l'équipement.
• Les offres officielles sont envoyées via DocuSign à la suite d'une offre verbale, et non par SMS ou e-mail.

 

Avantages sociaux en matière de santé et d'équilibre entre vie professionnelle et vie privée au Canada

• Congés payés compétitifs
• Dix (10) jours fériés payés par an
• Dix (10) jours de congé maladie par an
• Programme de bien-être holistique « Be Well », comprenant un accompagnement en matière de bien-être et des récompenses en dollars « Reward Dollars »
• Congé parental
• Aide à l'adoption
• Programme d'aide aux employés
• Programme « College Coach »
• Groupes de ressources pour les employés
• Programmes d'inclusion et de diversité
• Programme de reconnaissance des employés
• Programmes de primes de recommandation
• Programme de reconnaissance par les pairs (BRAVO)

 

 

 

Job Description Summary

Provide administrative support to a national sales force distributing financial service products. Primarily handle education, correspondence and general tasks related to contracting, licensing, and sales field services.

 

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.

 

Qualifications

• 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

 

Preferred Qualifications

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

 

Working Conditions

• Hybrid / Office environment

Company Description

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.

Who We Are

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

Transamerica has been helping people feel better about the future for more than 100 years, and we’re proud of the trust we’ve earned. We want to help people live better today and worry less about tomorrow.

At Transamerica, we are a purpose driven team helping people live their best life. We are dedicated to inspiring people to improve not only their financial and personal well-being but the world around them. We empower our employees to also live their best life by promoting a sustainable work life balance in a highly collaborative team environment that promotes career growth and ongoing learning opportunities. We are excited about our current success and dedication to ongoing modernization which has brought state of the art digital tools to the underwriting process. If you are an ambitious team-oriented individual that can balance the interests of our people, our customers, our stakeholders, and the wider world then it is time for you to step up.

Company Description

About Us \r\n\r\nAt Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. \r\n\r\nUltimately, 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. \r\n\r\n Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers. \r\n\r\nWho We Are \r\n\r\n Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. \r\n\r\nWhat We Do \r\n\r\nTransamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). \r\n\r\n\r\nTransamerica has been helping people feel better about the future for more than 100 years, and we’re proud of the trust we’ve earned. We want to help people live better today and worry less about tomorrow.\r\n\r\nAt Transamerica, we are a purpose driven team helping people live their best life. We are dedicated to inspiring people to improve not only their financial and personal well-being but the world around them. We empower our employees to also live their best life by promoting a sustainable work life balance in a highly collaborative team environment that promotes career growth and ongoing learning opportunities. We are excited about our current success and dedication to ongoing modernization which has brought state of the art digital tools to the underwriting process. If you are an ambitious team-oriented individual that can balance the interests of our people, our customers, our stakeholders, and the wider world then it is time for you to step up.