Support dealer services at HUB Capital in Woodbridge through accurate account maintenance, transaction follow-up, and advisor assistance in a hybrid workplace. Use Excel, communication, and problem-solving skills daily.
As a Dealer Services Administrator, you will support independent financial advisors served by Hub Capital, a division of HUB International. The position focuses on timely processing, accurate records, system access, and resolving back-office administrative issues. You will work with carriers, fund companies, internal customers, and other departments while assisting onboarding and special projects.
Key Responsibilities:
- Follow up on transactions, account maintenance, and identified errors
- Provide second-tier advisor support for inquiries and concerns
- Process business accurately and within required timelines
- Liaise with carriers and fund companies for HUB
- Maintain advisor information and leveraged account tracking
Requirements:
- Customer service experience
- Two years of investment industry experience, preferably back office
- Excellent written and verbal communication skills
- Robust accuracy and attention to detail
- Solid Microsoft Office and Excel skills
Bring investment administration, advisor support, Excel, and analytical skills to Dealer Services at HUB Capital in Woodbridge.