Investment Product Coordinator
1 month ago
About the Role:
The Investment Product Administrator will play a key role in delivering exceptional customer service to our clients (Advisors) by handling account updates and openings, processing business transactions, and liaising with carriers and fund companies. This individual will ensure transactions are accurately processed and timely, identify and correct errors as required, and respond to incoming advisor inquiries promptly.
Responsibilities:- 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.
- 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.
- 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.
- Advancement opportunities.
- HUB Cares: we are a company that gives back and is active in the community.
Compensation: The expected salary range for this position is $47,000 to $50,000 and will be impacted by factors such as the successful candidate's skills, experience, and working location, as well as the specific position's business line, scope, and level.
HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
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