● 招聘公司: 加拿大永明金融集团(Sun Life Financial)点击申请● 招聘职位: 合同和许可协议人员(Contracting & Licensing Assoc) ● 工作内容: - Receive and review advisor contracting documents;
- Collaborate with Compliance to ensure that advisors are screened accordingly;
- Establish advisors in EIM/M2 systems;
- Respond to all inquiries and maintain personal data for all advisors;
- Ensure all licensing requirements are met, and ensure no commission payments are made to unlicensed advisors;
- Communicate the rules and regulations pertaining to Sun Life processes to our backoffice contacts;
- Develop and maintain good client relationships while ensuring privacy and confidentiality.
● 工作要求: - 拥有优秀的沟通技巧(法语和英语);
- 具有快速学习的能力;
- 能够优先处理高工作量工作;
- 能够独立工作,并能在团队中工作。
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