Advisory Service Associate

HUB International; Indianapolis (IN); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Advisory Service Associate to join their Indianapolis team. This role focuses on providing exceptional service to clients in retirement planning and wealth management. You'll engage with clients and internal teams, ensuring a smooth experience through effective communication and follow-up. The company values work-life balance and offers a comprehensive benefits package, including medical, dental, and retirement plans. If you're eager to grow in a supportive environment while making a meaningful impact, this opportunity is perfect for you.

Benefits

Medical, Dental, and Vision Insurance

401(k) Retirement Plan

Life and Disability Plans

Vacation, Holiday, Sick, and Personal Time Off

Pet Insurance

Bonus Program

Flexible Work Arrangements

Continuing Education / Personal Development Programs

Employee Engagement Events

Dress for Your Day Dress-Code

Qualifications

• 1+ years of business experience required.
• Bachelor's degree or equivalent is necessary.

Responsibilities

• Provide exceptional service to retirement plan and wealth management clients.
• Assist with plan reviews and compliance reporting processes.
• Manage tasks and timelines effectively.

Skills

Customer Service

Financial Analysis

Client Interaction

Education

Bachelor's Degree or Equivalent

Tools

Excel

Word

PowerPoint

Adobe

Outlook

Job description

Who We Are

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, retirement, investment and wealth management products and services. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

We are committed to our core values: Communication, Integrity, Relationships. CSi Advisory Services (CSi) and Compensation Systems, divisions of HUB International, are leading firms in wealth management consulting, advising on corporate retirement plans, and designing and administering corporate retirement plans. With our comprehensive services, up-to-date expertise and personal attention to detail, HUB CSi partners with individuals and companies in preparing a financial roadmap, helping to identify, document and manage their retirement planning goals and preparing for all possibilities. We simplify administration, compliance, and plan operation. We provide valuable resources and develop an open, trusted long-term relationship, complementing any HR department. Our obligation is to our clients, helping them make the best, informed financial decisions regarding their retirement goals and dreams.

What We Offer You

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Midwest-East:

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Service Awards

Here’s Where You Come In

As the Advisory Service Associate in the Indianapolis based HUB RPW Midwest-East region, you will be responsible for supporting our internal teams to provide exceptional service to retirement plan and wealth management clients. Interacting with clients, participants, plan consultants, advisors, administrators, and other partners to provide customer centric focused services. Follow-up and follow-through are the keystones to keeping our promises to our clients. You will have the opportunity to work with all roles within our regional RPW office to gain valuable experience to enhance the client experience.

Job Responsibilities:

Services and Interactions.
Responsible for providing the highest level of service; common activities listed but not limited to are:

• Assist with plan and client reviews
• Process participant transactions
• Prepare Federal Form 5500 drafts with necessary additional filing forms
• Assist with investment analytics and reporting
• Assist in annual compliance reporting processes
• Provide required documents to ensure account activities are processed correctly, including all necessary research and follow-through
• Attend client meetings, as needed
• Assist in investment and fee change process with recordkeeping partners
• Follow up on correspondence, appointment scheduling and confirmations
• Operate and understand internal tools and software, and be proficient in multiple recordkeeping systems, processes, and resources
• Assist in answer incoming lines
• Effectively manage all tasks and timelines associated with responsibilities
• Keeping abreast of knowledge of financial services and resources

Office collaboration

• Cross train with peers and provide support and coverage in retirement plan services and wealth management
• Assist with reporting and data collection
• Document process and procedures
• Provide insight on areas of development
• Assist with office supplies by tracking inventory levels, evaluating purchases and validating supply deliveries
• Miscellaneous support as needed

Cultural Expectations:

• Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.
• Ownership – Responsible to each other, our clients, and our goals.
• Teamwork – Together we attain greater success.
• Sincerity – Giving and receiving direct and caring communication

Qualifications:

• 1+ years of business or experience
• Bachelor's degree or equivalent

Computer Software:

Excel - Enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs

Word - Type text, insert pictures, format, edit, print, save, and retrieve word processing documents.

PowerPoint - Create presentations, format templates, add pictures, videos and hyperlinks

Adobe - Create and edit pdf documents

Outlook - Manage calendar, task, email, etc.

Department Account Management & Service Required Experience: Required Travel: Required Education:

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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