18 Aug
|
HUB International
|
Manitoba
18 Aug
HUB International
Manitoba
Become a Dealer Services Administrator at Hub Capital, embracing a hybrid work atmosphere in Woodbridge. Utilize your investment background to assist financial advisors in achieving their goals.
In this role, you’ll conduct business follow-ups, correct discrepancies, and provide essential second-tier support to advisors. You'll manage and track advisor information, ensuring everything is accurate and up to date. Your contributions will greatly enhance operational efficiency and client satisfaction.
Key Responsibilities:
• Follow up on business transactions and maintain account accuracy
• Assist advisors with second-tier support on inquiries
• Process business efficiently and without errors
• Liaise with external carriers as necessary
• Oversee advisor onboarding and information management
Requirements:
• 2 years of relevant back-office investment experience
• Solid customer service experience is a must
• Detail-oriented with a focus on accuracy
• Proficient in Excel and MS Office
• Critical thinking and problem-solving skills
Drive success at Hub Capital by ensuring seamless advisor support and exceptional administrative service.
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📌 Hub Capital Dealer Services Administrator Role (Manitoba)
🏢 HUB International
📍 Manitoba