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Documentation Specialist
1 week ago
Work with Us
We are ConnectOS, a leading aggregator group serving a community of over 6,000 brokers and advisors. Our mission is to deliver exceptional service and results to our clients while fostering a collaborative and inclusive work environment.
We're seeking a skilled Agreements Administrator to join our team. As a key member of our operations team, you will contribute to maintaining accurate records of agreements-related information within our customer relationship management system.
Key Responsibilities
The successful candidate will be responsible for:
- Managing and facilitating the sale of trail process.
- Preparing required documentation for brokers changing entities or transferring within the network.
- Ensuring data integrity of agreements-related information.
- Collaborating with internal teams, including risk and compliance, to ensure compliance with regulatory requirements.
- Supporting the national commissions manager with agreement specifics and historic setups.
What We Offer
We offer a range of benefits and perks, including:
- A competitive salary package and annual appraisal.
- Comprehensive medical, dental coverage, and life insurance from day one of employment.
- Paid vacation and sick leave with quarterly sick leave conversion.
- Financial assistance programs and mandatory government benefits.
- Regular company events, flexible work arrangements, and opportunities for career growth and development.
About ConnectOS
At ConnectOS, we pride ourselves on delivering exceptional service and results to our clients. Our core values of collaboration, innovation, and integrity drive everything we do. If you share these values and are passionate about delivering outstanding results, we'd love to hear from you.
Why Work with Us?
We're more than just a company – we're a community of talented individuals who are dedicated to making a difference. When you join ConnectOS, you become part of a vibrant team that's passionate about excellence, innovation, and customer satisfaction.
How to Apply
If you're a motivated and results-driven professional looking for a new challenge, please submit your application. We can't wait to hear from you and explore how you can contribute to our success story
