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Investment Product Specialist
2 months ago
About the Role:
The Investment Product Administrator will play a key role in delivering exceptional customer service to our clients (Advisors) by ensuring seamless account management and transaction processing. This individual will work closely with the National Investments team to handle account updates, openings, and business transactions, as well as liaise with carriers and fund companies.
Key Responsibilities:
- Process incoming mutual and segregated fund trades, including new account openings, non-financial trades, and investment transfers.
- Ensure accurate and timely processing of transactions, identifying and correcting errors as required.
- Respond promptly to incoming advisor inquiries and act as a liaison with carriers and fund companies.
- Perform other duties as assigned by the team.
Requirements:
- High school diploma or equivalent, with post-secondary education preferred.
- Minimum 1-2 years of relevant experience in the investment industry or a related field.
- Strong communication and problem-solving skills, with the ability to work in a fast-paced environment.
- Proficiency in typing and utilizing computer applications, including the MS Office suite.
What We Offer:
- Customizable flexible benefits options for you and your family.
- Company matching RRSP contributions.
- Comprehensive tuition financing and career-related training and development.
- Flexible scheduling and hours to promote work-life balance.
- Mental and physical wellness initiatives.
- Advancement opportunities within the company.
About HUB International:
HUB International 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 over 18,000 employees in offices across North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy.
