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Investment Product Administrator At HUB International

Location: Calgary, Alberta

Job Description

Position Summary:
HUB Financial Inc., Canada’s largest Life Insurance Managing General Agency is seeking a strong Investment Product Administrator to join our team in our Calgary, AB office. This role provides administrative and investment support to our advisors. The ideal candidate for this role is someone who is organized, a team player, with strong administrative skills and some investment knowledge. This position reports directly to the Regional Office Manager and is responsible for:

Responsibilities:

  • Acting as the first point of contact for all investment advisors and ensure all investment inquiries for Mutual Funds and Segregated Funds are handled in a timely and accurate manner
  • Verifying all trades, identifying errors and ensure corrections are made in a timely manner including follow up to ensure trades have settled
  • Data entry and system updates for non-financial changes and manual transactions for all activity including follow up and confirmation of changes (including new account opening, non-financial trades and investment transfers)
  • Liaising with carriers and fund companies on behalf of the advisors
  • Other duties as assigned


Qualifications & Experience: 

  • High School Diploma 
  • 1 year administrative experience required; previous investment industry related experience an asset 
  • Strong computer competency, data entry and back office systems experience an asset 
  • Strong attention to detail with a high level of accuracy 
  • Excellent communication skills both written and oral 
  • Positive attitude with a solid customer service focus 
  • Ability to multitask and work effectively within a team environment 
  • Strong organizational, time management, and follow-up skills

HUB Financial Inc. is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.
  • LI-JL

Department Office Administration & Clerical

Required Experience: 1-2 years

Required Travel: No Travel Required

Required Education: High school or equivalent