28 Aug
|
HUB International
|
Canada
28 Aug
HUB International
Canada
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
- Robust 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.
📌 Hub Capital Dealer Services Administrator Role (Canada)
🏢 HUB International
📍 Canada