S&R Sales & Distribution Coordinator (casual)

Job title: S&R Sales & Distribution Coordinator (casual)

Job description: At Equitable Life of Canada, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.

Position Title: Casual Admin, CE credits
Reports To: Director, Marketing
Department: Savings and Retirement
Term: Casual – approximately 1 to 5 hours per week

Work Arrangements: 100% remote working is available for candidates across Canada.

The Opportunity:

Looking for an interesting opportunity to work on a casual basis for one to five hours per week? Look no further! We are looking for someone to help us manage and administer the Continuing Education Credits to advisors who attend our presentations.

What you will be doing:

• Working with the Sales and Distribution Coordinator to prioritize CE credit requests
• Managing CE credit processes – review requests for CE credits and ensure they meet the requirements, contact the Regional Investment Sales Representative regarding requests that have not been completed properly, issue CE credit certificates to advisors
• Provide updates and bring forward issues or concerns with CE credit requests
• Keep and maintain records of CE credits issued for reference and audit purposes
• Submit presentations to for CE credit accreditation as required

What you will bring:

• Solid experience with the Microsoft Office productivity suite including Excel, Word and PowerPoint
• Effective communications (written and verbal) to convey status and issues with CE credit certificates.
• Strong organizational skills with the ability to manage multiple tasks concurrently

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind
• We value open, honest communication between team members, challenging each other to continually improve
• Employee resource groups that support an inclusive work environment
• Regular EQ Together events focused on company togetherness and collaboration
• Gain work experience in financial services
• Use and improve Microsoft office skills

To learn more about Equitable Life, we encourage you to explore our organization.

At Equitable Life, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

Other details

• Pay Type Hourly

• Waterloo, ON, Canada

Company: Equitable Life of Canada

Expected salary:

Location: Waterloo, ON

Job date: Thu, 17 Nov 2022 03:49:21 GMT

Job Source: Careerjet.ca

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