Investment Administrator

This range is provided by Empire Life. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more. Base pay range CA$42,000.00/yr - CA$56,000.00/yr Compensation: Base salary range: $42,000 – $56,000 per year. The posted range reflects the base salary for this position only. In addition to base salary, this role is eligible for a year‑end discretionary bonus based on performance and business results. TruStone is looking to hire an Investment Administrator to join our TruStone Financial team Reporting to the Investment Manager, the Investment Administrator provides optimal support to clients with their investment in‑force and new business processing. About us TruStone Financial Inc. (TSF) is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships. We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors. Why pursue this opportunity Join a transforming business – we are a medium‑size Canadian company in a stable industry that is rapidly transforming. Play an integral role – this is an opportunity that allows you to grow your skills while directly contributing to the business unit you are a part of. Deliver excellence – provide a personal, accurate, professional, and courteous service and resolution to our customers. Hone your skills – this is an opportunity to grow your technical and functional skills. What you’ll be working on Processing investment transactions Correspondence via email and phone calls Achieve and maintain high quality accurate results within established service standards Support the service and administrative requirements of the business unit Build effective relationships with clients acting as a consistent point of contact throughout the investment administration process Reconcile back‑office database daily and monthly Ensure compliance and regulatory standards are met Process investment transactions and service requests within established service standards Access and obtain data from multiple information systems Provide prompt and courteous resolution of enquiries and issues from distribution partners and customers related to new and in‑force administration; investigate and analyze simple to complex cases Perform other related activities and participate in ad‑hoc projects, as necessary or as assigned What we’re looking for you to have College Diploma, University degree or equivalent experience Minimum two (2) years in the financial services industry Knowledge of insurance industry is an asset Strong conflict management skills and problem‑solving skills. Ability to work independently, prioritize and balance multiple tasks or projects Ability to research, analyze, evaluate, integrate ideas and problem‑solve Well‑developed verbal and written communication skills Well‑developed organizational, prioritization and time‑management skills. Ability to work well independently and as a team member Well‑developed analytical, evaluation, decision‑making and problem‑resolution skills Beyond the salary For regular full‑time positions, TruStone offers a comprehensive total rewards package that includes: Company pension Dental care Disability insurance Employee assistance program Extended health care Life insurance Paid time off Get to know us TruStone is a proud equal‑opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage people of all backgrounds and experiences to apply, even if they don’t believe they meet every unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age. TruStone welcomes applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@empire.ca. #J-18808-Ljbffr