Dealer Services Administrator

HUB International; Canada; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Competitive compensation

Work-life balance

RRSP matching contributions

Tuition reimbursement

License fee coverage

Professional dues

Discounts on events and travel

Job summary

HUB International in Woodbridge, Canada, is seeking a Dealer Services Administrator to support back-office operations for HUB Capital. The role focuses on transactions, error correction, and onboarding new advisors, with a hybrid Woodbridge workspace.

Ideal candidates bring customer service experience, 1–2 years in investment operations, strong Excel and MS Office skills, and precise attention to detail. Travel is not required, and compensation includes incentives and benefits.

Qualifications

• Customer service experience is required.
• 2 years of investment industry experience, back-office preferred.
• Experience with FundSERV is an asset.
• Excellent written and verbal communication skills.
• Detail oriented with strong accuracy.
• Solid command of MS Office, specifically Excel.
• Team player with good priority and time-management skills.
• Excellent problem-solving and analytical skills.
• Required experience: 1–2 years of relevant experience.
• Required travel: No travel required.

Responsibilities

• Follow up on business transactions and account maintenance and identify errors.
• Provide second-tier support for advisors with inquiries and concerns.
• Ensure business is processed accurately and in a timely manner.
• Liaise with carriers and fund companies on behalf of HUB.
• Provide system access and first-level trouble-shooting.
• Assist with new advisor onboarding.
• Maintain advisor information and corrections in cooperation with other departments.
• Maintain accurate tracking of leveraged accounts.
• Create, review, and deliver statements on time.
• Work with internal customers to resolve back-office administrative issues.
• Assist with special projects, including testing and implementation as assigned.

Skills

Customer service

Investment industry experience

Detail oriented

Communication skills

Problem solving

Team player

Time management

1–2 years experience

Tools

Excel

MS Office

Job description

Dealer Services Administrator (Woodbridge, Hybrid)

Hub Capital, 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.

Responsibilities

• Follow up on business transactions and account maintenance as well as identify and correct errors.
• Provide second‑tier support for advisors with inquiries and concerns.
• Ensure business is processed accurately and in a timely manner.
• Liaise with carriers and fund companies on behalf of HUB.
• Provide system access and first‑level trouble‑shooting.
• Assist with new advisor onboarding.
• In cooperation with other departments, manage maintenance of advisor information and corrections.
• Maintain accurate tracking of leveraged accounts.
• Create, review, and deliver statements on time.
• Work with internal customers to resolve back‑office administrative issues.
• Assist with special projects, including testing and implementation as assigned.

Requirements

• Customer service experience.
• 2 years of investment industry experience, back‑office preferred.
• Experience with FundSERV is an asset.
• Excellent written and verbal communication skills.
• Detail oriented with strong accuracy.
• Solid command of MS Office, specifically Excel.
• Team player.
• Ability to work efficiently and effectively, utilizing good priority and time‑management skills.
• Excellent problem‑solving and analytical skills.
• Required experience: 1–2 years of relevant experience.
• Required travel: No travel required.

Benefits

• Competitive compensation: Pay structure includes incentives, bonuses, and opportunities to increase earnings.
• Work‑life balance: Flexible work arrangements and generous time off.
• 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.
• Compensation: Expected salary range $50,000 to $55,000, subject to skills, experience, location, and business line.

Department

Office Administration & Clerical

EEO & Inclusion

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.

Contact for Accommodations

Email: [e-mail]