Dealer Services AdministratorWoodbridge, ON
Dealer Services Administrator - HUB Financial
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.
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
HUB Cares: we are a company that gives back and is active in the community
Learn more about HUB’s Culture & Value Here!
The Dealer Services Administrator plays a crucial role in supporting Advisors and ensuring smooth operations in our investment back-office systems. This individual will report directly to the Manager of Dealer Services and be responsible for facilitating system access, managing dealer-rep changes, processing Letters of Indemnity, daily reconciliation, providing second-tier support for Advisor inquiries, collaborating with fund companies/carriers, supporting special projects and more. This role offers an opportunity to contribute to team success and deliver exceptional customer service in a fast-paced environment.
A day in the life:
Providing Advisors with access to investment back-office systems, first level troubleshooting, and assisting with onboarding of new Advisors
Processing bulk dealer-rep changes and rep maintenance as well as Letters of Indemnity to fund companies and insurance carriers
Annual processing of free unit switch transactions and daily processing needs as required
Assisting with daily and monthly reconciliation including investigation of errors and exception processing
Follow up on business transactions and ensure all transactions are processed accurately and in a timely manner
Second tier support for advisors with inquiries and concerns
Liaising with fund companies/carriers to obtain transactional history files for processing
Involved with statement creation, review, and delivering statements on time
Work with internal customers to resolve back office administrative issues
Assist with special projects including testing and implementation as assigned
Who you are:
A great attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
Previous experience in insurance is considered an asset
Experience using FundServ is an asset
Clear written and oral communication skills
Strong and precise data entry, processing and administrative skills
Excellent problem-solving, multitasking, and time management
Proven organizational skills with high attention to detail and accuracy
Proficient in 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
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 17,000 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.
Department Business Operations
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.