TruStone Group Administrator

TruStone Financial Group Administrator

Location : In person - Mississauga

TruStone is looking to hire a Group Administrator to join our Financial Group Benefits and Group Retirement team!

Reporting to the Vice President of the Group Division and in collaboration with the TruStone Admin team, the administrator will play a pivotal role in the division’s strategy and vision to deliver a service excellence experience for TruStone Financial advisors and their group clients in both benefit plans and group retirement plans.

About us

TruStone Financial Inc. 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, TruStone Financial is continually innovating to provide the highest level of service possible for our advisors.

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

Why pursue this opportunity

The role - this is a new position and your chance to join a growing team, while being provided the opportunity to make an impact.

The environment - we understand the importance of work-life balance and strive to provide a supportive work environment that allows our employees to achieve both personal and professional goals.

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.

What you’ll be working on

• All Request to Quote documents (gathering the necessary requirements needed to send to our carrier partners)
• Renewal document completion and preparation, proposal documents to white label for advisor using our approved template, and market survey documents with preparation and execution to selected carrier partners
• New sales processing, and tracking group sales and input to WealthServ for reporting
• Processing of group transfers and terminations
• CRM data entry
• Facilitating client changes and completion of service needs
• Maintaining all necessary carrier, advisor and carrier email correspondence for documentation purposes and risk mitigation
• Assist with Marketing team initiatives

What we’re looking for you to have

• 5+ Years preferred with experience in administration of Group Benefit / Group RSP plans an asset
• Excellent verbal and written communication skills
• Ability to build and maintain relationships with staff, advisors, and other stakeholders.
• Proficiency in Microsoft Excel and Microsoft Word
• Professionalism and respectful conduct in the workplace
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

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 [email protected] .