Licensing Coordinator

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

Jun 17, 2025 - 00:50

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