Investment Product Specialist

2 weeks ago

Vaughan, Ontario, Canada Hub Capital Inc. Full time

Investment Product Administrator Role

At Hub Capital Inc., we're committed to fostering a dynamic environment that prioritizes professional growth and client-centric values. As part of our National Investments team, you'll play a key role in delivering exceptional customer service to our advisors. Your responsibilities will include handling account updates and openings, processing business transactions, and liaising with carriers and fund companies.

The Opportunity:

As an Investment Product Administrator, you'll be responsible for:

  • Following up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.
  • Processing incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
  • Ensuring accurate and timely processing of transactions.
  • Identifying and correcting transaction errors promptly.
  • Responding to incoming advisor inquiries promptly.
  • Acting as a liaison with carriers and fund companies on behalf of advisors.
  • Performing 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.

We 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.
  • Advancement opportunities.
  • HUB Cares: we are a company that gives back and is active in the community.

About Hub Capital Inc.:

Headquartered in Chicago, Illinois, we are 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 18,000 employees in offices located throughout North America, our 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.

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