We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. We are currently seeking an Insurance and Annuities Administrator to provide high-quality administrative, operational, and sales support for D.
Davidson’s insurance and annuity business. Reporting directly to the Vice President, Director of Insurance and Annuities this role is responsible for supporting Davidson’s Financial Professionals (FPs) and internal partners in the area of state insurance licensing and appointments, continuing education, annuity and life insurance order processing, reporting and recordkeeping to help FPs grow and manage their annuity and insurance business in an efficient manner. Additionally, the Insurance and Annuities Administrator will coordinate with insurance carriers, vendors, and internal teams to provide order entry and RegBI documentation support on new business. This role does not provide investment, insurance, or product recommendations. Conduct administrative review of new annuity and life insurance orders to confirm required paperwork, licensing, training, and firm documentation are complete before submission or processing. Support FPs with state insurance licensing requirements, renewal reminders, continuing education tracking, and related administrative questions.



Collaborate with the Vice President, Director of Insurance & Annuities on support process and projects as needed. Process and reconcile monthly insurance and annuity commission reports, identify discrepancies, and coordinate follow-up with carriers, vendors, accounting, or internal partners as needed. Claim newly issued insurance and annuity contracts in applicable reporting systems and maintain accurate records for production, reporting, and oversight purposes. Document insurance and annuity transactions in firm recordkeeping systems and maintain organized files for carrier selling agreements, product information, and transaction support materials. Respond to advisor and associate inquiries in a timely, professional manner and provide clear guidance on administrative processes, required forms, submission steps, and status updates. Maintain awareness of approved insurance and annuity platforms, carriers, products, and administrative workflows to help ensure consistent support to advisor teams. Identify process improvement opportunities related to forms, workflow, communication, recordkeeping, reporting, and advisor support. Participate in Advisor Solutions Team or other Wealth Management projects and initiatives as assigned. Prior experience supporting insurance, annuity,



wealth management, brokerage, banking, or financial services operations. Strong administrative, organizational, and follow-up skills with the ability to manage multiple priorities and deadlines. Proficiency with Microsoft Outlook, Excel, Word, Teams, CRM and web-based workflow or document management systems. Knowledge of Annuity, Life Insurance, Long Term Care & Disability Insurance products, new business processing, and licensing and education requirements. Competitive salary plus excellent benefits and perks including, but not limited to: Medical, dental and vision Generous sick, vacation, and maternity/parental leave Paid holidays Discounted personal insurance including home, auto and recreational vehicles Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. $We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other perks and privileges of employment. Davidson’s California Resident Privacy Policy. #

📌 Insurance Support Assistant (Canada)
🏢 D.A. Davidson
📍 Canada