ADMINISTRATEUR(TRICE) DE PRODUITS D’INVESTISSEMENT

Hub Financial
Chez HUB Financial, nous sommes fiers de favoriser un environnement axé sur la croissance professionnelle et les valeurs centrées sur le client. En tant que membre de la famille HUB International, nous nous spécialisons dans l’offre de solutions financières et d’assurance personnalisées, permettant à nos clients d’atteindre leurs objectifs à long terme. Notre engagement envers l’excellence dépasse la simple fourniture de produits d’assurance de premier ordre – il englobe une culture qui valorise la collaboration, l’innovation et l’apprentissage continu.

ABOUT THE ROLE

The Investment Product Administrator will play a key role in building strong relationships with our clients (Advisors) through seamless customer service. This individual will work closely with the entire National Investments team handling account updates and openings, processing business transactions, and liaising with carriers and fund companies. They will ensure transactions are accurately processed and timely, identify and correct errors as required, and respond to incoming advisor inquiries promptly.

WHAT YOU’LL DO

• Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.
• Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
• Ensure accurate and timely processing of transactions.
• Identify and correct transaction errors promptly.
• Respond to incoming advisor inquiries promptly.
• Act as a liaison with carriers and fund companies on behalf of advisors.
• Perform other duties as assigned.