Investment Administrator (Hybrid)
HUB Financial
Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
About The Role
The Investment Product Administrator will play a key role in building strong relationships with our clients (Advisors) through seamless customer service. This individual will work closely with the entire National Investments team handling account updates and openings, processing business transactions, and liaising with carriers and fund companies. They will ensure transactions are accurately processed and timely, identify and correct errors as required, and respond to incoming advisor inquiries promptly.
What You’ll Do
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Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.
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Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
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Ensure accurate and timely processing of transactions.
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Identify and correct transaction errors promptly.
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Respond to incoming advisor inquiries promptly.
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Act as a liaison with carriers and fund companies on behalf of advisors.
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Perform other duties as assigned.
What You’ll Need for Success
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Minimum requirement of a High School Diploma, with post-Secondary education preferred.
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Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds.
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Previous administrative experience is desirable.
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Proficiency in typing and utilizing computer applications, including the MS Office suite.
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Demonstrated ability to communicate effectively both in written and verbal forms.
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Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results.
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Strong attention to detail and excellent problem-solving abilities.
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Excellent time management skills.
What’s in it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
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Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
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Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
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Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
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Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
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Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
Compensation
The expected salary range for this position is $45,000 – $50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
Why Choose HUB?
When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International
About HUB International
Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide! We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.
If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.
HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.
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Department Office Administration & Clerical
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Associate degree (2-year degree)
