Trustone Receptionist

**Tru**Stone** **Receptionist / Transfers Specialist - 12 month contract**:
**Location: In person - London, Ontario**

**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.

TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers.

**Why pursue this opportunity**Play an integral role**:

- this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.**What you’ll be working on**
- Providing transfer support to advisors (e.g. carrier evaluations, book of business reports, debt review, etc.)
- Reassignments of advisor’s book of business
- Ensuring the entire transfer process is complete following mandated procedures.
- Ensure all administrative updates to WealthServ and Apexa
- Reception duties including organizing mail, greeting clients, preparing reports, agendas and correspondence, managing incoming calls through the switchboard and direct calls to the appropriate area, calendars/daily schedules; coordinating internal and external meetings.
- Collaboratively working across all internal departments, various carriers, and MGA’s
- Perform other related activities and participate in ad hoc projects, as necessary or as assigned.
- Review and fulfill employee requests pertaining to operations and communicate with external stakeholders.
- Manage the procurement and maintenance of office supplies and equipment, daily couriers, distribution of daily mail and documents.
- Liaise with building management for facilities and maintenance requirements.

**What we’re looking for you to have**:

- 3+ years’ experience as a Receptionist/Office Administrator in a customer service environment-
- Strong attention to detail- Strong oral and written communication skills with good and sound decision making skills- Ability to accurately analyze and review data- Excellent organization, problem solving and mathematical comprehension skills- Excellent customer service skills, patience and empathy
- Research 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**: