Bilingual Investment Administrator

HUB International; Oakville; Hybrid; CAD 45,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking a Bilingual Investment Administrator to enhance relationships with clients and ensure seamless transaction processing. The ideal candidate must communicate fluently in English and French, possess strong administrative skills, and have a background in investments. This hybrid position offers competitive compensation and personalized benefits, fostering work-life balance and career growth.

Benefits

Competitive compensation with incentives and bonuses

Flexible work arrangements

Personalized benefits package

Career growth and support programs

Exclusive discounts on services

Qualifications

• Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds.
• Demonstrated ability to communicate effectively both in written and verbal forms.
• Positive attitude, willingness to assist others, curiosity, and ability to maintain consistent results.

Responsibilities

• Follow up on business transactions and account updates.
• Process incoming mutual and segregated fund trades.
• Ensure accurate and timely processing of transactions.

Skills

Bilingual communication (English & French)

Attention to detail

Time management

Problem-solving

Education

High School Diploma

Post-secondary education

Tools

MS Office suite

Job description

Overview

Bilingual Investment Administrator (Hybrid)

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 designed to streamline business processes and improve client outcomes. 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 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 openings, 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

• Ability to communicate in both English & French 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.
• Positive attitude, willingness to assist others, curiosity, and ability 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: Pay structure includes incentives, bonuses, and opportunities to increase earnings.
• Work-Life Balance: Flexible work arrangements and generous time off to support personal and professional life.
• Tailored Benefits: Personalized benefits package, including company-matched RRSPs.
• Career Growth and Support: Sponsored training and development programs, tuition reimbursement, and coverage for professional license fees and membership dues.
• Exclusive Perks: 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.

Location

Open to applicants across Canada – Hybrid

Compensation

The expected salary range for this position is $45,000 – $50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International offers comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses and commissions for some positions.

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 opportunities. To read more about HUB, please visit the About Us page.

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 network brings clarity to a changing world with tailored solutions and unrelenting advocacy.

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 opportunities.

#LI-hybrid

#LI-EM

Department: Account Management & Service

Required Experience: 1-2 years of relevant experience

Travel: No Travel Required

We endeavor to make this website accessible to all users. If you would like to contact us regarding accessibility or need assistance completing the application process, please contact the recruiting team at [e-mail]. This contact information is for accommodation requests only.