Job Description
Responsibilities-An extension of the contracting team, the Onboarding and Administrative Training Specialist will work closely with the Manager of Contracting and Business Development Managers (BDMs) to deliver a smooth transition and positive onboarding experience for new advisors to the firm. • The first internal point of contact for BDMs once all necessary onboarding requirements have been gathered. • Provide advisors with guidance and training on the APEXA platform and related onboarding inquiries revolving around this platform. • Responsible for Advisor Broker Management set up for all lines of business, apply applicable advisor tags, while also adding them to required reports. • Responsible for Advisor Admin Broker Management set up for all lines of business. • Create and manage Advisor and Assistant administrative platform credentials. • Deliver Advisor and Admin training on all administrative platforms. • Communicate with H/O staff regarding new advisors. • Develop, manage and deliver new advisor training and administrative materials & guides (welcome package, admin support guides etc.) and email for all office locations. • Effectively communicate advisor set up to contracting specialists while also helping to facilitate solutions for contracting related advisor concerns. • Overrides, transfers of business, selling code issues etc. • Work closely with the Illustration and Events Coordinator to plan and host annual administrative conference day. • Build annual training program and prepare teaching plans