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

Transamerica; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A financial services company located in Toronto is seeking an administrative support specialist to assist the sales force with contracting and licensing. The ideal candidate should be bilingual in English and French, possess excellent communication skills, and have experience in administrative roles. This position offers a hybrid work environment and comprehensive benefits including a pension plan, medical, dental, and employee assistance programs.

Benefits

Competitive Pay

Bonus for Eligible Employees

Medical Insurance

401(k) Match

Tuition Reimbursement

Qualifications

• Must have two years of experience in an administrative support or related role.
• Strong organizational and multitasking skills with attention to detail.
• Bilingual in English and French, oral and written.

Responsibilities

• Provide administrative support to sales field and senior management.
• Update licensing and contracting requirements accurately and promptly.
• Draft various correspondence including memos and reports.

Skills

Bilingual; English/French

Excellent communication skills

Interpersonal skills

Organizational skills

Ability to work independently

Attention to detail

Advanced skills using MS Excel

Education

Two years of experience in an administrative support role

Post-secondary education

Tools

MS Word

MS Excel

MS Outlook

PowerPoint

Job description

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

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.

Job Description

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

This job description is not a contract of employment nor for any specific job responsibilities. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401(k) 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