Job Description

Company Summary:

HUB Financial Inc./HUB Capital Inc., is Canada’s largest Managing General Agency for Life Insurance and Investments. We are looking for people that are self-motivated, career oriented, have a high attention to detail and a strong team approach.  If you are looking for a great opportunity to kick start your career, grow and develop both personally and professionally in an open and collaborative environment, we want hear from you!    HUB offers competitive salary and benefit packages, and we value work/life balance.  Our National Office is conveniently located in Woodbridge and features a newly renovated bright, open-concept workspace that fosters teamwork, collaboration and community.  We have offices coast to coast, and we are all our connected by our mission: “To be everywhere risk exists – today and tomorrow.  Helping protect what matters most.”  We work in a fast paced, client oriented environment and want to deliver excellence in everything we do. Our people are our greatest asset!  If you are looking for a fun, team environment where you can grow, this is the place for you!  Terri Botosan, President Hub Financial Inc./Hub Capital Inc.


Position Summary:

HUB Capital Inc., is growing and we are seeking a strong Dealer Services Administrator to join our Woodbridge, ON team!  This position is responsible for new advisor onboarding, second tier support for advisors, liaising with internal and external stakeholders, and ongoing business transaction processing.  The successful candidate will report directly into the Supervisor, Dealer Services.


Primary Responsibilities:

  • Follow-up on business transactions and account maintenance as well as identifying and correcting errors
  • Second tier support for advisors with inquiries and concerns
  • Ensure business is processed accurately and in a timely manner
  • Liaise with carriers and fund companies on behalf of HUB
  • Provide system access and first level trouble-shooting
  • Assist with new advisor onboarding
  • Communicate with other departments managing maintenance of advisor information and corrections
  • Maintain accurate tracking of leveraged accounts
  • 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


Qualifications and Experience:

  • High School Diploma and/or equivalent work experience
  • Minimum 2 years’ of customer service experience
  • Proficient in MS Office: Word, Excel, and Outlook
  • Experience using FundSERV is an asset
  • Strong and precise data entry, processing and administrative skills
  • Ability to multitask, effectively time manage and exercise initiative while completing tasks
  • Excellent organizational skills with high attention to detail and accuracy
  • Excellent, strong and effective communication skills both written and verbal
  • Customer focused, a strong team player with a positive attitude


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.

 

Please apply directly to the role online through the following link: https://hubinternational.wd1.myworkdayjobs.com/HUBInternational/job/Woodbridge-ON/Dealer-Services-Administrator_R0006197 

Job Posting Details

Job Type

Full-Time
Permanent

Market Segment

Financial Services
Insurance
Life Insurance
Mutual Funds

Company Type

Appraisal Service

Languages Required

English

Education Required

College
College
Diploma
Post Graduate
Post Secondary Education
Secondary School Diploma
University Degree

Minimum Experience Required

1 to 2 Years

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430