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Trustone Investment Administrator
3 weeks ago
**Tru**Stone **Investment Administrator**:
**Location: In-Office, Mississauga**
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 inforce 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.
TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers.
**Why pursue this opportunity**
**Join a transforming business - **we are a medium-sized Canadian company in a stable industry which is rapidly transforming.
**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.
**Deliver excellence - **provide a personal, accurate, professional, and courteous service and resolution to our customers.
**Hone your skills** - this is an opportunity that allows for you to grow your technical, and functional skills.
**What you’ll be working on**- Processing of investment transactions-
- Effectively resolve any issues which pertain to investment transactions- Build effective relationships with clients acting as a consistent point of contact throughout the investment administration process- Reconciliation of back-office database daily and monthly- Keep up to date on new directives for compliance updates- 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- Working towards Branch Manager License (BME), IFC, or CIFC, would be an asset- Minimum two (2) years in the financial services industry- Knowledge of insurance industry is an asset- System expertise - Wealthserv, SharePoint, Microsoft suite- 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**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**:
