Elevate your career as a Dealer Services Administrator with Hub Capital in Woodbridge, offering a hybrid work model. This role is pivotal for supporting independent financial advisors.
In this position, you will manage essential business transactions, maintain comprehensive account information, and ensure accurate and timely processing. Your contributions will include troubleshooting issues and assisting with the onboarding of current advisors. Collaborating across departments to keep advisor information up to date will be key to your success.
Key Responsibilities:
• Ensure accurate follow-up on transactions and maintenance
• Provide first-tier troubleshooting and system access
• Maintain correct tracking for leveraged accounts
• Create and deliver timely statements
• Collaborate on special projects and implementation
Requirements:
• 2+ years in investment back-office roles
• Robust customer service skills required
• Familiarity with FundSERV is a plus
• Proficient in Excel and MS Office
• Excellent analytical and communication abilities
Utilize your detail-oriented skills at Hub Capital as a vital member of the dealer services team.
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📌 Hybrid Dealer Services Administrator Role Vaughan (Canada)
🏢 HUB International
📍 Canada