Job Description

Administrateur(trice) de Produits d'Investissement

Hub Financial



Chez HUB Financial, nous sommes fiers de favoriser un environnement axe sur la croissance professionnelle et les valeurs centrees sur le client. En tant que membre de la famille HUB International, nous nous specialisons dans l'offre de solutions financieres et d'assurance personnalisees, permettant a nos clients d'atteindre leurs objectifs a long terme. Notre engagement envers l'excellence depasse la simple fourniture de produits d'assurance de premier ordre - il englobe une culture qui valorise la collaboration, l'innovation et l'apprentissage continu.

L'opportunite :

L'administrateur(trice) de produits d'investissement jouera un role cle dans le developpement de relations solides avec nos clients (conseillers) grace a un service a la clientele fluide. Cette personne travaillera en etroite collaboration avec l'ensemble de l'equipe nationale des investissements pour gerer les mises a jour et ouvertures de comptes, traiter les transactions commerciales et assurer la liaison avec les assureurs et les societes de fonds. Elle veillera a ce que les transactions soient traitees avec precision et en temps opportun, identifiera et corrigera les erreurs si necessaire, et repondra rapidement aux demandes des conseillers.

Une journee type :

Suivre les transactions commerciales, avis NIGO, mises a jour de comptes, ouvertures et transferts a l'echelle nationale. Traiter les operations sur fonds communs et fonds distincts entrants, y compris les nouvelles ouvertures de comptes, les transactions non financieres et les transferts d'investissements selon les besoins. Assurer un traitement precis et ponctuel des transactions. Identifier et corriger rapidement les erreurs de transaction. Repondre rapidement aux demandes des conseillers. Servir de liaison avec les assureurs et les societes de fonds au nom des conseillers. Effectuer d'autres taches assignees.

Qui vous etes :

Possedez une attitude positive, un desir continu d'aider les autres, de la curiosite et la capacite a maintenir des resultats constants. Diplome d'etudes secondaires requis, avec une formation postsecondaire preferable. Experience anterieure dans le secteur des investissements souhaitee. Experience administrative prealable souhaitable. Maitrise de la saisie et des applications informatiques, y compris la suite MS Office. Capacite demontree a communiquer efficacement a l'ecrit et a l'oral. Grand souci du detail et excellentes competences en resolution de problemes. Excellentes competences en gestion du temps.

Nous sommes fiers d'offrir :

Options de prestations flexibles et personnalisables pour vous et votre famille Contributions jumelees a votre REER par l'entreprise Financement complet des frais de scolarite et formation/developpement professionnel Promotion de l'equilibre travail-vie personnelle grace a des horaires flexibles Initiatives de bien-etre mental et physique Opportunites d'avancement HUB Cares : une entreprise engagee dans la communaute En savoir plus sur la culture et les valeurs de HUB ici !

Horaire de travail :

Environnement de bureau normal

A propos de HUB International :

Siege a Chicago, Illinois, Hub International Limited est un courtier en assurance et une societe de services financiers de premier plan offrant des produits et services de gestion des risques, d'assurance, d'avantages sociaux, de retraite et de gestion de patrimoine. Avec plus de 17 000 employes repartis en Amerique du Nord, le vaste reseau de specialistes de HUB apporte de la clarte dans un monde en mutation grace a des solutions sur mesure et une defense inlassable, preparant ainsi les clients a l'avenir.



Nous ne sommes pas seulement un courtier en assurance, nous apportons de la clarte dans un monde en mutation avec des solutions sur mesure et une defense inlassable.


Si vous souhaitez savoir comment faire evoluer votre carriere chez HUB, visitez notre page Carrieres pour explorer nos opportunites.

Investment Administrator (Hybrid)

Hub Financial


Hub Financial, a division of HUB International, is one of Canada's largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

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. They will ensure transactions are accurately processed and timely, identify and correct errors as required, and respond to incoming advisor inquiries promptly.

What You'll Do

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.

What You'll Need for Success

Bilingual in French and English, both spoken and written, is required. Minimum requirement of a High School Diploma, with post-Secondary education preferred. Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds. 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. Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results. Strong attention to detail and excellent problem-solving abilities. Excellent time management skills.

What's in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:

Competitive Compensation:

Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.

Work-Life Balance:

Enjoy flexible work arrangements and generous time off to support your personal and professional life.

Tailored Benefits:

Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.

Career Growth and Support:

Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues--everything you need to support your growth and excel in your career.

Exclusive Perks:

Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited 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 19,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.


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, visit our Careers Page to explore our opportunities.


#LI-hybrid


#LI-EM


Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.