Job Description

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.

Transamerica

Open Positions

Bilingual Administrative Coordinator (Financial Services- Licensing)