Use WealthServ and transfer documentation to support Hub Financial’s advisor operations. Maintain accurate records while resolving discrepancies across carriers.

As a Transfer Specialist with Hub Financial, you will support workflows that update client policies, servicing details, and commissionable brokers. You will prepare and submit transfer requests, maintain WealthServ data, investigate discrepancies, and follow up with carriers. The role also involves broker communication, client listings, and broader project work. APEXA experience is an asset.

Key Responsibilities:

- Prepare transfer documentation for brokers and insurance companies
- Process Buy/Sell agreements affecting servicing and commission changes
- Track transfer requests through required carrier timelines




- Update broker and block transfer records in WealthServ
- Resolve discrepancies through thorough transfer investigations

Requirements:

- Commitment to accurate data and detailed documentation
- Effective communication with brokers, carriers, and partners
- Ability to prioritize multiple tasks and follow through
- Intermediate knowledge of MS Word and Excel
- WealthServ, APEXA, or block transfer experience is an asset

Support dependable transfer operations through WealthServ accuracy, documentation, carrier follow-up, and careful discrepancy resolution.

📌 WealthServ Transfer Operations Specialist (Canada)
🏢 HUB International
📍 Canada