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Investment Product Specialist
2 months ago
About the Role:
The Investment Product Administrator will play a key role in building strong relationships with our clients (Advisors) through seamless customer service. This individual will work closely with the entire National Investments team handling account updates and openings, processing business transactions, and liaising with carriers and fund companies.
Key Responsibilities:
- Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.
- Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
- Ensure accurate and timely processing of transactions.
- Identify and correct transaction errors promptly.
- Respond to incoming advisor inquiries promptly.
- Act as a liaison with carriers and fund companies on behalf of advisors.
- Perform other duties as assigned.
Requirements:
- Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results.
- Minimum requirement of a High School Diploma, with post-secondary education preferred.
- Prior experience in the investment industry is preferred.
- Previous administrative experience is desirable.
- Proficiency in typing and utilizing computer applications, including the MS Office suite.
- Demonstrated ability to communicate effectively both in written and verbal forms.
- Strong attention to detail and excellent problem-solving abilities.
- Excellent time management skills.
About Us:
019983 Hub Capital Inc. 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 a commitment to excellence and innovation, we are proud to have achieved a remarkable distinction in the industry.
