Investment Product Administrator

Investment Product Administrator

At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to excellence extends beyond delivering top-tier insurance products – it encompasses a culture that values collaboration, innovation, and continuous learning.

The Opportunity :

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.

A day in the life :

Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.

Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.

Ensure accurate and timely processing of transactions.

Identify and correct transaction errors promptly.

Respond to incoming advisor inquiries promptly.

Act as a liaison with carriers and fund companies on behalf of advisors.

Perform other duties as assigned.

Who you are :

Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results.

Minimum requirement of a High School Diploma, with post-secondary education preferred.

Prior experience in the investment industry is preferred.

Previous administrative experience is desirable.

Proficiency in typing and utilizing computer applications, including the MS Office suite.

Demonstrated ability to communicate effectively both in written and verbal forms.

Strong attention to detail and excellent problem-solving abilities.

Excellent time management skills.

We are Proud to Offer :

Customizable flexible benefits options for you and your family

Company matching RRSP contributions

Comprehensive tuition financing and career-related training and development

We promote work-life balance through flexible scheduling and hours

Mental and physical wellness initiatives

Advancement opportunities

HUB Cares : we are a company that gives back and is active in the community

Learn more about HUB’s Culture & Value

Work Schedule :

Normal in-office environment

About HUB International :

Headquartered in Chicago, Illinois, 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 18,000 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 to explore our opportunities.

Department Account Management & ServiceRequired Experience : 1-2 years of relevant experienceRequired Travel : No Travel RequiredRequired Education : High school or equivalent