Investment Administrator

HUB International; Dartmouth; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

A leading financial services firm in Dartmouth, NS, is looking for an Investment Administrator to build strong relationships with clients and ensure accurate processing of transactions. The ideal candidate will have experience in the investment industry and strong communication skills. This hybrid role offers competitive compensation and flexible work arrangements.

Benefits

Competitive Compensation

Flexible work arrangements

Personalized benefits package

Career growth support

Exclusive discounts on events and insurance

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.
• Excellent typing skills and proficiency in computer applications.

Responsibilities

• Follow up on business transactions, NIGO notices, and process updates.
• Process incoming mutual and segregated fund trades.
• Respond to incoming advisor inquiries promptly.

Skills

Attention to detail

Problem-solving abilities

Effective communication

Time management

Education

High School Diploma

Post-Secondary education

Tools

MS Office Suite

Job description

Overview

Investment Administrator (Hybrid) – Hub Financial, Dartmouth, NS

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, technology platforms, and operational support to streamline processes and improve client outcomes. We empower independent advisors to grow their practices, enhance client service, and deliver comprehensive financial solutions.

About The Role

The Investment Product Administrator will build strong relationships with clients (advisors) through seamless customer service. This role works with the National Investments team handling account updates and openings, processing business transactions, and liaising with carriers and fund companies. They ensure transactions are processed accurately and timely, identify and correct errors, and respond to 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?

Your well-being is our priority, and we back this up with a wealth of benefits:

• 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—everything 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.

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 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.

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.

Department: Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

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