Hybrid Dealer Services Specialist

HUB International; Vaughan; Hybrid; CAD 50.000 - 55.000; Vollzeit

Benefits dieser Stelle

Incentives & bonuses

Flexible work arrangements

RRSP matching

Training & tuition reimbursement

Insurance discounts

Zusammenfassung

Hub Capital, a division of HUB International, is seeking a Dealer Services Administrator in Woodbridge. This hybrid role supports advisors with back-office tasks, account maintenance, and timely processing of transactions.

You will liaise with carriers, provide first-level trouble-shooting, and help onboard new advisors. The ideal candidate has 2 years of customer service in the investment industry, strong Excel and MS Office skills, and excellent written and verbal communication.

Qualifikationen

• Customer service experience in the investment industry
• Experience with FundSERV is an asset
• Excellent written and verbal communication skills
• Must be detail oriented with strong accuracy
• MS Office, especially Excel
• Team player
• Strong priority and time management skills
• Excellent problem solving and analytical skills

Aufgaben

• Follow-up on business transactions and account maintenance, and correct errors
• Second-tier support for advisors with inquiries and concerns
• Ensure business is processed accurately and timely
• Liaise with carriers and fund companies on HUB's behalf
• Provide system access and first-level troubleshooting
• Assist with onboarding new advisors
• Maintain advisor information and corrections with other departments
• Track leveraged accounts accurately
• Prepare, review, and deliver statements on time
• Collaborate with internal customers to resolve back-office issues
• Assist with special projects including testing and implementation

Kenntnisse

Customer service

Communication skills

Attention to detail

Time management

Team player

Problem solving

Excel

Tools

FundSERV

Jobbeschreibung

Hub Capital, a division of HUB International, is seeking a Dealer Services Administrator in Woodbridge. This hybrid role supports advisors with back-office tasks, account maintenance, and timely processing of transactions.

You will liaise with carriers, provide first-level trouble-shooting, and help onboard new advisors. The ideal candidate has 2 years of customer service in the investment industry, strong Excel and MS Office skills, and excellent written and verbal communication.