Investment Product Administrator Vancouver, BC

Investment Product Administrator

Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening in our Vancouver office for you! We have built a culture at HUB that is focused on helping our clients grow their business, and developing our employees grow their careers.

The Investment Product Administrator role offers a variety of responsibilities and the opportunity to build strong relationships with our clients (Advisors) through seamless customer service. If this opportunity intrigues you, keep reading for more details about the role!

What’s it like working here:

  • A positive, inclusive, and fun environment where we value diversity

  • We are a results’ driven organization where everyone contributes

  • Your effort and attitude matter

  • You will be relied upon and trusted

  • You will learn and grow (we will help bring out the best in you and yes, you are allowed to make mistakes)

  • Like your peers, you will be polished, professional, and fun to be around

What we need you to do:

Reporting directly to the Manager, Regional Investment Operations, support our winning team in the Ontario Region by:

  • Processing incoming Mutual and Segregated Fund trades, opening new accounts and handling non-financial trades

  • Providing Advisors with excellent customer service support in all inquiries by phone and email, including liaising with Carriers and Fund Companies to support our Advisors

  • Follow up on business transactions and ensure all transactions are processed accurately and in a timely manner

  • Everything else related to supporting the regional team and our Advisors

**What it will take to do good work at HUB: **

  • A great attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance

  • Previous investment industry and administrative experience

  • Clear written and oral communication skills

  • Problem-solving skills and great attention to detail

  • Practical experience with MS Office Suite & most online meeting platforms

  • Although you do not require the completion of a post-secondary education, it will help your growth if you have a college diploma or university degree

Working Conditions

  • Normal office environment and/or Hybrid Work-from-Home

HUB Financial is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.


Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit