Location: Hybrid - Mississauga, ON
Compensation: Base Salary Range: $50,000 - $69,000 per year. The posted range reflects the base salary for this position only.
TruStone is looking to hire a Commissions Administrator to join our TruStone Financial team!
Reporting to the Senior Finance Manager, the Commissions Administrator will be responsible for performing a variety of financial and administrative duties. This role provides support to the finance team with analysis and processing of commissions, data entry, and reporting activities.
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.
What you’ll be working on
SEG Fund commissions daily processing and weekly commission pay run
Managing and resolving advisor communications for commission inquiries and issues
Providing support to advisors regarding questions with insurance company websites
Support for monthly reconciliations reports for advisors and carriers
Data entry into Quickbooks as needed
Managing collections and reporting on advisor debts
Reconciling and calculating monthly top up overrides
Downloading and maintaining the filing structure for carrier statements
Perform other related activities and participate in ad hoc projects, as necessary or assigned.
What we’re looking for you to have
Minimum (2) years relevant experience
System expertise - Wealthserv, SharePoint, Microsoft suite, Quickbooks
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
Knowledge of the insurance industry and MGA distribution channel is an asset
Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.
For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:
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]