Hub International Dealer Services Administrator (12 month contract) in Woodbridge, Ontario

Dealer Services Administrator (12 month contract)

HUB Financial Inc., Canada’s largest Life Insurance Managing General Agency is looking for a self-motivated Dealer Services Administrator to work out of our Woodbridge, Ontario office for a 12 month contract. The ideal candidate for this role is someone with a high attention to detail and a strong team approach with data entry processing experience. This position is responsible for:

  • Assisting with daily and monthly reconciliation including investigation of errors and exception processing

  • Providing broker access to investment back office system and first level troubleshooting

  • Setting up client access and first level trouble-shooting

  • Assisting with onboarding of new advisors by providing welcome package and system access

  • Processing bulk dealer-rep changes and rep maintenance

  • Annual processing of free unit switch transactions

  • Processing of Letters of Indemnity to fund companies and insurance carriers

  • Monthly reconciliation of leverage accounts

  • Handling of returned client mail

  • Respond to email inquiries and requests as assigned

  • Working with internal customers to resolve back office administrative issues

  • Liaising with fund companies/carriers to obtain transactional history files for processing

  • Assisting with special projects and UAT testing as assigned

Qualifications & Experience:

  • Experience with FundSERV is an asset

  • 1 year mutual fund experience and back office processing

  • Excellent writtent and verbal communication skills

  • Must be detail oriented with strong accuracy

  • Solid command of MS Office, must have basic Excel

  • Proficient in computers and use of technology

  • Ability to multi-task and work well in team environment

  • Ability to work efficiently and effectively, utilizing good priority and time management skills

  • Accounting skills are an asset

  • Excellent problem solving and analytical skills

  • High School Diploma

  • IFIC Operations Course or CSC not required but asset

HUB Financial Inc. 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.

Location: Canada, Ontario, Woodbridge
Required Education: High school or equivalent
Required Experience: 1-2 years
Required Travel: No travel required
Date published: 30-Nov-2018
Department: Office Administration & Clerical
Ref#: P3785_20181112