National Investment Support Administrator Vancouver, BC
National Investment Support Administrator (Hybrid)
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 for you in our Vancouver office! We have built a culture at HUB that is focused on helping our clients grow their business, and our employees get the most out of their careers.
The National Investment Support 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 National team by:
Following up on business transactions, Not in Good Order notices (NIGO), account updates, account openings and processing transfers at a national level
As needed, processing incoming mutual and segregated fund trades, including new account opening, non-financial trades and investment transfers.
Ensuring transactions are processed accurately and in a timely manner.
Identifying and correcting transaction errors as required.
Answering incoming advisor inquiries.
Liaise with carriers and fund companies on behalf of the advisors.
Other duties as assigned
**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 results.
Minimum High School Diploma, post-Secondary preferred
Previous investment industry related experience
Previous administrative experience
Proficiency in typing and working with computer applications, including MS suite.
Demonstrated ability to communicate effectively (written and verbal).
Strong attention to detail and excellent problem-solving skills
Excellent time management skills.
- 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 hubinternational.com.