info@unionretirementsolutions.com
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Sonia Trimble

Sonia Trimble

Client Services Coordinator

Sonia’s primary responsibility is to act as a liaison between Union Retirement Solutions and investment companies in which our clients’ assets are invested. In this role, Sonia assists in the production and tracking of many types of client paperwork including opening new accounts, transferring money between accounts and processing withdrawals. Sonia acts as problem-solver and problem-preventer, making our clients’ lives easier. Before joining the Union Retirement Solutions team in 2013, Sonia worked for another investment firm for 3 years, processing payroll, client applications, preparing financial statements and helping in the tax preparation process. Sonia has 15 years of professional experience in a support role for CEO’s, Vice-Presidents and Office Managers.