Hub International Investment Product Administrator in Woodbridge, Ontario

HUB Financial Inc., Canada’s largest Life Insurance Managing General Agency is seeking astrong Investment Product Administrator for our Woodbridge, ON office. The purpose of this position is to provide administrative support and process Investment business for advisors. The ideal candidate for this role is someone with knowledge of the investment fund industry, strong administrative skills, customer focused, results oriented and a team player. This position reports directly to the Supervisor, Investment Division is responsible for

  • Act as the first point of contact for all investment advisors and ensure all investment inquiries for Mutual Funds and Segregated Funds are handled in a timely manner.

  • Provide training to advisors on Remote Order Entry and assisting those ROE advisors with trades.

  • Process incoming mutual and segregated fund trades. This includes new account opening, non-financial trades and investment transfers.

  • Follow - up on business transactions, data entry, account updates, account openings and process transfers.

  • Ensuring transactions are processed accurately and in a timely manner.

  • Identify and correct transaction errors as required.

  • Liaise with carriers and fund companies on behalf of the advisors.

  • Other duties as assigned.

Qualifications & Experience:

  • Post-secondary education.

  • Up to one year's related experience.

  • Proficiency in typing and working with computer applications.

  • Demonstrated ability to communicate effectively (written and verbal).

  • Strong attention to detail and ability to problem solve.

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

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.

*LI-JL

Location: Canada, Ontario, Woodbridge
Required Education: High school or equivalent
Required Experience: 1-2 years
Required Travel: No travel required
Date published: 8-Jan-2019
Department: Office Administration & Clerical
Ref#: P894_20190112