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.

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