Dealer Services Administrator

HUB International • Vaughan, ON

2d • CA$50,000 - CA$55,000 • Hybrid

About The Position

Dealer Services Administrator
Woodbridge (Hybrid)
Hub Capital, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

Requirements

• Customer Service Experience
• 2 years investment industry experience, back office preferred
• Experience with FundSERV is an asset
• Excellent written and verbal communication skills
• Must be detail oriented with strong accuracy
• Solid command of MS Office, specifically Excel
• Team player
• Ability to work efficiently and effectively, utilizing good priority and time management skills
• Excellent problem solving and analytical skills

Responsibilities

• Follow-up on business transactions and account maintenance as well as identifying and correcting errors.
• Second tier support for advisors with inquiries and concerns.
• Ensuring business is processed accurately and in a timely manner.
• Liaise with carriers and fund companies on behalf of HUB.
• Providing system access and first level trouble-shooting
• Assisting with new advisor onboarding .
• In cooperation with other departments managing maintenance of advisor information and corrections
• Maintain accurate tracking of leveraged accounts.
• Involved in statement creation, review, and delivering statements on time.
• Working with internal customers to resolve back office administrative issues.
• Assisting with special projects including testing and implementation as assigned

Benefits

• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
• Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
• Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
• Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed