Investment Product Operations Specialist
2 weeks ago
We are seeking a highly organized and detail-oriented individual to join our National Investments team as an Investment Product Administrator. As part of this role, you will be responsible for building strong relationships with our clients through exceptional customer service.
The successful candidate will work closely with the entire National Investments team, handling account updates and openings, processing business transactions, and liaising with carriers and fund companies. Your primary focus will be on ensuring transactions are accurately processed and timely, identifying and correcting errors as required, and responding to incoming advisor inquiries promptly.
A Day in the Life:
- You will follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.
- You will process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
- You will ensure accurate and timely processing of transactions.
- You will identify and correct transaction errors promptly.
- You will respond to incoming advisor inquiries promptly.
- You will act as a liaison with carriers and fund companies on behalf of advisors.
- You will perform other duties as assigned.
About You:
- You possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results.
- You have a 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.
- You are proficient in typing and utilizing computer applications, including the MS Office suite.
- You demonstrate an ability to communicate effectively both in written and verbal forms.
- You have strong attention to detail and excellent problem-solving abilities.
- You possess excellent time management skills.
What We Offer:
- We provide customizable flexible benefits options for you and your family.
- We offer company matching RRSP contributions.
- We provide comprehensive tuition financing and career-related training and development.
- We promote work-life balance through flexible scheduling and hours.
- We offer mental and physical wellness initiatives.
- We provide advancement opportunities.
- We participate in HUB Cares: we are a company that gives back and is active in the community.
- Learn more about HUB's Culture & Value
Work Schedule:
- Your normal work environment will be in-office.
About Us:
Headquartered in Chicago, Illinois, 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 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.
If you're interested in learning how you can grow your career at Hub Capital Inc., visit our website to explore our opportunities.
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