Job title: Sales Resources Administrator
Company: Hub International
Job description: Sales Resources Administrator (Hybrid )
At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to excellence extends beyond delivering top-tier insurance products – it encompasses a culture that values collaboration, innovation, and continuous learning.
We are Proud to Offer:
Customizable flexible benefits options for you and your family
Company matching RRSP contributions
Comprehensive tuition financing and career-related training and development
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
Learn more about HUB’s Culture & Value
The Opportunity:
The Sales Resources Administrator position offers a diverse range of responsibilities, providing an opportunity to foster strong relationships with our clients (Advisors) through exceptional customer service. Reporting directly to the Director of Sales Resources, you’ll manage inquiries, facilitate communications, and support our National team. Essential qualifications include excellent organizational skills, attention to detail, and proficiency in communication.
A day in the life:
Providing Advisors with access to investment back-office systems, first level troubleshooting, and assisting with onboarding of new Advisors
Processing bulk dealer-rep changes and rep maintenance as well as Letters of Indemnity to fund companies and insurance carriers
Annual processing of free unit switch transactions and daily processing needs as required
Assisting with daily and monthly reconciliation including investigation of errors and exception processing
Follow up on business transactions and ensure all transactions are processed accurately and in a timely manner
Second tier support for advisors with inquiries and concerns
Liaising with fund companies/carriers to obtain transactional history files for processing.
Involved with statement creation, review, and delivering statements on time
Work with internal customers to resolve back office administrative issues
Assist with special projects including testing and implementation as assigned
Who you are:
A great attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
Minimum of 2 years’ customer service experience
Experience using FundServ is an asset
Clear written and oral communication skills
Strong and precise data entry, processing and administrative skills
Excellent problem-solving, multitasking, and time management
Proven organizational skills with high attention to detail and accuracy
Proficient in MS Office Suite & most online meeting platforms
Completion of a post-secondary education is not required but considered an asset
Working Conditions
Normal office environment and/or Hybrid Work-from-Home
About HUB International:
Headquartered in Chicago, Illinois, 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 17,000 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.
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, visit our to explore our opportunities.
Department Marketing
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: College diploma (3-year degree)
Expected salary:
Location: Woodbridge, ON
Job date: Thu, 15 Feb 2024 23:42:09 GMT
