Investment Administrator

HUB International; Calgary; On-site; CAD 45,000 - 50,000; Full time

Job summary

A leading insurance and wealth management firm in Calgary is seeking an Investment Administrator to manage client relationships and ensure accurate transaction processing. The ideal candidate has a high school diploma, experience in the investment industry, and strong problem-solving skills. This role offers a competitive salary and hybrid work arrangements.

Benefits

Competitive compensation

Flexible work arrangements

Personalized benefits package

Career growth support

Discounts on events and travel

Qualifications

• 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.
• Strong attention to detail and excellent problem-solving abilities.

Responsibilities

• Follow up on business transactions, account updates, and processing transfers.
• Process incoming mutual and segregated fund trades accurately and timely.
• Act as a liaison with carriers and fund companies.

Skills

Effective communication

Attention to detail

Problem-solving abilities

Time management skills

Education

High School Diploma (Post-Secondary preferred)

Tools

MS Office suite

Job description

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, Hub Financial provides 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.

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

• 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?

• 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—all 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.

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.

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.

For more information about HUB, visit our About Us page to read more about our company.