Investment Product Administrator - Canada

Location: Brampton, ON
Company Name: HUB International
HUB Financial Inc./HUB Capital Inc., is Canada’s largest Managing General Agency for Life Insurance and Investments. We are looking for people that are self-motivated, career oriented, have a high attention to detail and a strong team approach. If you are looking for a great opportunity to kick start your career, grow and develop both personally and professionally in an open and collaborative environment, we want hear from you! HUB offers competitive salary and benefit packages, and we value work/life balance. We have offices coast to coast, and we are all our connected by our mission: “To be everywhere risk exists – today and tomorrow. Helping protect what matters most. “We work in a fast paced, client oriented environment and want to deliver excellence in everything we do. Our people are our greatest asset! If you are looking for a fun, team environment where you can grow, this is the place for you!” Terri Botosan, President Hub Financial Inc./Hub Capital Inc.

HUB Financial is seeking a strong, motivated Investment Product Administrator for our Vancouver, BC office. The ideal candidate for this role is someone with knowledge of the investment fund industry, strong administrative skills, customer focused, results oriented and a team player. This position reports directly to the Supervisor, Investment Division is responsible for:

• Acting as the first point of contact for investment advisors, including providing training on HUB systems
• Servicing our brokers and ensuring that all investment inquiries are handled in a timely manner for Mutual and Segregated Funds
• Processing all trades (mutual fund and segregated funds) received daily with proper attention to procedures and trade deadlines
• Verifying all trades, identifying errors and ensure corrections are made in a timely manner including follow up to ensure trades have settled
• Data entry and system updates for non-financial changes and manual transactions for all activity including follow up and confirmation of changes
• Mutual fund and electronic filing
• Follow Ups on T2033 transfers and loans when required
• Prepare bank deposit for mutual fund purchases
• Assisting with outgoing mail and mutual fund filing when required

Qualifications & Experience:

• Minimum of 1 year experience within the administrative and/or customer service field
• Proficient with Microsoft Office Suite: Word, Excel, and Outlook
• Strong competence with computers and back office systems an asset
• Strong attention to detail with a high level of accuracy
• Excellent communication skills both written and oral
• Positive attitude with a solid customer service focus
• Ability to multitask and work effectively within a team environment
• Strong organizational, time management, and follow-through skills

HUB Financial Inc. is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.

• LI-JL

Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma