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.
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.
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.
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
CRM data entry
Maintaining all necessary carrier, advisor and carrier email correspondence for documentation purposes and risk mitigation
1+ Years preferred with experience in administration of Group Benefit/Group RSP plans an asset
~ Proficiency in Microsoft Excel
~ 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.
For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:
Company pension
Dental care
Disability insurance
We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. 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.
