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 accuracyAssist advisors with second-tier support on inquiriesProcess business efficiently and without errorsLiaise with external carriers as necessaryOversee advisor onboarding and information managementRequirements:2 years of relevant back-office investment experienceStrong customer service experience is a mustDetail-oriented with a focus on accuracyProficient in Excel and MS OfficeCritical thinking and problem-solving skillsDrive success at Hub Capital by ensuring seamless advisor support and exceptional administrative service.

📌 Hub Capital Dealer Services Administrator Role (Ottawa)
🏢 HUB International
📍 Ottawa