Licensing Coordinator

Job Summary

A company is looking for a Licensing and Contracting Coordinator.

Key Responsibilities

• Facilitate contracting processes for new Relationship Managers and assist with onboarding
• Manage broker dealer registration and ensure compliance with necessary documentation
• Provide backup support for licensing and appointments for staff and Relationship Managers

Required Qualifications and Education

• Experience in insurance and securities licensing processes
• Familiarity with compliance and regulatory requirements
• Proficient in database management, preferably with MOSAIC
• Ability to coordinate training and onboarding processes
• Experience working with HR and internal compliance teams