Take on the role of Dealer Services Administrator at Hub Capital with a flexible hybrid work arrangement. Leverage your back-office experience to support independent advisors effectively.
This position in Woodbridge requires you to manage account transactions accurately and address advisor inquiries. With a focus on delivering exceptional service, you’ll play a key role in advisor onboarding and the maintenance of their data. Your ability to resolve issues will ensure operational efficiency.
Key Responsibilities:
• Manage transactions and account maintenance effectively
• Provide support for second-tier advisor concerns
• Process business operations accurately and promptly
• Work with carriers to ensure smooth relations
• Assist in onboarding new advisors to the platform
Requirements:
• Minimum 2 years of investment industry experience
• Solid customer service background
• Detail-oriented with excellent accuracy
• Proficient with MS Office applications
• Analytical skills and problem-solving abilities
Support Hub Capital's mission by delivering top-notch administrative services in a hybrid setting.
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