Administrative Coordinator (Financial Services- Licensing)

Transamerica Corporation; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

Transamerica is seeking an Administrative Coordinator for Financial Services Licensing in Toronto. This role provides essential administrative support for mutual fund registrations and assists field agents. Ideal candidates are detail-oriented with strong communication skills and previous experience in an administrative role, contributing to the overall efficiency of the national sales force.

Benefits

Competitive Pay

Bonus for Eligible Employees

Pension Plan

401k Match

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Career Training & Development Opportunities

Qualifications

• Two years of experience in an administrative support or related role.
• Ability to work independently and as part of a team in a fast-paced environment.
• Experience in the insurance and/or mutual fund industry is preferred.

Responsibilities

• Facilitate and support licensing applications for mutual funds.
• Document submissions and maintain registration records.
• Respond to inquiries from field agents and regulatory bodies.

Skills

Excellent written and verbal communication skills

Interpersonal skills

Organizational skills

Multi-tasking skills

Attention to detail

Education

Post-secondary education in a business field

Tools

MS Excel

MS Word

MS Outlook

MS PowerPoint

Job description

Join to apply for the Administrative Coordinator (Financial Services- Licensing) role at Transamerica

Join to apply for the Administrative Coordinator (Financial Services- Licensing) role at Transamerica

About Us

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.

Job Family

Operations - General

About Us

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.



Who We Are



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.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) 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, which covers 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.

Job Description Summary

The Registration Administrator 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.

Responsibilities

Job Description

• Facilitate and support initial, reactivation, and reinstatement applications for mutual funds licenses.
• 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
  
  

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• 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
  
  

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
  
  

Inclusion & Diversity



We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.



To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.



Giving Back



We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.



Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

• As of December 31, 2023

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Insurance and Financial Services

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