Investment Administrator (TruStone)

Job Description

TruStone Investment Administrator

Location: In-Office - London, ON

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 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 investment transactions


• Correspondence via email and phone calls


• Achieves and maintains high quality accurate results within established service standards


• Supports 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


• Reconciliation of back-office database daily and monthly


• Ensures compliance and regulatory standards are met


• Processes investment transactions and service requests within established service standards


• Accesses and obtains data from multiple information systems


• Provides prompt and courteous resolution of enquiries and issues from distribution partners and customers relating to new and in-force administration; investigates and analyzes 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


• System expertise - Fundserv, 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


• 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

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

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 proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each 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 and disabled people. 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.