TruStone Receptionist / Transfers Specialist – 12 month contractLocation: In person - London, OntarioTruStone is looking to hire a Receptionist / Transfers Specialist to join our team! This role is a 12-month contract position, and the successful candidate will be the primary point-of-contact for the office, working out of our London office where you will also be supporting reception, mail duties and advisor transfers.
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.
Have your voice heard- with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.
Diversity, equity, and inclusion- we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.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
Comfortable with technology and technologically savvy; record keeping, document management, e-mail etiquette with knowledge of word processing, spreadsheets and presentation software
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 skillsBeyond 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 offGet 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]