Investment Administrator

Hub International Insurance; Vancouver; On-site; CAD 45,000 - 50,000; Full time

Job summary

A major insurance firm is seeking an Investment Administrator to foster client relationships with financial advisors. The role involves processing mutual and segregated fund transactions, ensuring accuracy, and addressing advisor inquiries. Ideal candidates should have a High School Diploma, experience in the investment industry, and proficiency in MS Office. This position offers competitive compensation with opportunities for career growth and a hybrid work arrangement.

Benefits

Competitive Compensation

Work-Life Balance

Tailored Benefits

Career Growth and Support

Exclusive Perks

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.
• Demonstrated ability to communicate effectively both in written and verbal forms.

Responsibilities

• Follow up on business transactions and NIGO notices.
• Process incoming mutual and segregated fund trades.
• Act as a liaison with carriers and fund companies.

Skills

Customer service

Attention to detail

Time management

Effective communication

Education

High School Diploma with post-Secondary education

Tools

MS Office

Job description

Investment Administrator (Hybrid)

Hub Financial

Hub Financial a division of HUB International is one of Canadas 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 all designed to streamline business processes and improve client outcomes. At Hub Financial 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 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 Youll 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 Youll 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.

Whats 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.

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. By embracing diverse perspectives and fostering an inclusive environment we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Compensation

The expected salary range for this position is $45000 - $50000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level.

HUB International is proud to offer 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.

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 19000 employees in offices located throughout North America HUBs vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy so clients are ready for tomorrow.