Investment Product Administrator

vor 4 Wochen

Shire of Towong, Österreich HUB International Vollzeit

Investment Product Administrator

HUB Financial

Halifax, NS

At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to excellence extends beyond delivering top-tier insurance products – it encompasses a culture that values collaboration, innovation, and continuous learning.

We are Proud to Offer:

  • Customizable flexible benefits options for you and your family

  • Company matching RRSP contributions

  • Comprehensive tuition financing and career-related training and development

  • We promote work-life balance through flexible scheduling and hours

  • Mental and physical wellness initiatives

  • Advancement opportunities

  • HUB Cares: we are a company that gives back and is active in the community

  • Learn more about HUB’s Culture & Value Here

The Opportunity:

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 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.

A day in the life:

  • 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.

Who you are:

  • Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results.

  • Minimum requirement of a High School Diploma, with post-Secondary education preferred.

  • Prior experience in the investment industry is preferred.

  • Previous administrative experience is desirable.

  • Proficiency in typing and utilizing computer applications, including the MS Office suite.

  • Demonstrated ability to communicate effectively both in written and verbal forms.

  • Strong attention to detail and excellent problem-solving abilities.

  • Excellent time management skills.

Work Schedule:

  • Normal in-office environment

About HUB International:

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 17,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.

Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

#J-18808-Ljbffr

  • Iceland Careers – Digital Product Manager

    vor 4 Wochen

    Shire Of Manjimup, Österreich Iceland Foods Vollzeit

    Job Description: Your role will be to set the product vision roadmap and prioritise the work of your squads. You’ll work with a collaborative and hands-on senior leadership team whom all have a ‘customer first’ ethos and a real vision for the future growth of the business. Having solid technical experience is essential. As well as owning the Online...

  • Level 3 System Administrator

    vor 4 Wochen

    City of Parramatta Council, Österreich West Recruitment Pty Ltd Vollzeit

    Level 3 System Administrator (Fully Remote)  Jobs Work type: Full Time Reference ID: 1102828 Contact: Henry Brosius Email:  henrybrosius@westrecruitment.com.au Call:  9689 8988 West Sector: Technology Job Summary - Salary up $130,000 + Super- Techie role only dealing with other MSP techies - No end customer support!!- 100% remote!!...

  • Vice President Sales

    vor 2 Wochen

    Shire of East Gippsland, Österreich Globe Capital Market Limited Vollzeit

    Job Responsibility: Develop robust sales strategies and identify innovations in business development.Driving business & ensuring sustained growth, focusing on achieving /surpassing sales targets; expanding business reach & creating new sales / leads opportunities.Ability to lead & recruit relevant sales professionals (specially BMs, Area Heads etc.) to...

  • Mortgage Broker Derrimut

    vor 3 Wochen

    City of Manningham, Österreich Hq Mortgage Vollzeit

    Residential property loans, also known as residential mortgages, are financial products designed to help individuals purchase homes or other residential properties. These loans enable borrowers to finance the purchase of a primary residence, a vacation home, or an investment property for rental income. Residential property loans are one of the most common...

  • Finance Manager

    Vor 6 Tagen

    City of Melbourne, Österreich Michael Page Australia Vollzeit

    About Our Client Our client operates a distinguished family office with a diversified investment portfolio spanning property development, trading entities, and passive asset classes. They have developed a legacy of astute investment decisions and strategies. Their commitment to diversified growth means that they always remain at the forefront of financial...

  • Services Operations Manager

    vor 1 Woche

    Shire of Yarra Ranges, Österreich Hitachi Vantara Corporation Vollzeit

    Location:Lilydale,Victoria,AustraliaJob ID: R0044832Date Posted: Mar 13, 2024Segment: Green Energy & MobilityBusiness Unit: Hitachi EnergyCompany Name: HITACHI ENERGY AUSTRALIA PTY LTDProfession (Job Category): Engineering & ScienceJob Type (Experience Level): ManagementJob Schedule: Full timeRemote: NoImplement Service strategy and drive Service growth...

  • Market Specialist in Commodities Sales

    vor 2 Wochen

    Council of the City of Sydney, Österreich FIRESOFT People Vollzeit

    Market Specialist in Commodities Sales - Sydney Corporate Finance & Investment Banking (Banking & Financial Services) Market Specialist in Commodities Sales - SydneyJoin a leading enterprise in the realm of business and financial intelligence. Leveraging cutting-edge technology, we provide indispensable data and insights, fostering transparency within...

  • Head of Legal

    vor 2 Wochen

    Council of the City of Sydney, Österreich Greenfields Executive Recruitment & Search Vollzeit

    Head of Legal - Property Funds (2- 3 Days Per Week) Greenfields Executive Recruitment & Search Mid-market fund manager rapidly scaling up in size is looking for a Head of Legal to further build out the in-house legal function.  This newly created role will work closely with the Executive Leadership Team, providing advice on capital transactions and fund...

  • Back End Engineer

    vor 2 Wochen

    Council of the City of Sydney, Österreich Terem Vollzeit

    Key selling points: Contribute to a large-scale authenticatio n migration proj ect (Thousands of concurrent users across the globe). Be part of a team that is all about the smartest way forward. Work with driven, passionate people. Ad body: We’re Terem, a tech product development and strategy f irm. We...

  • Senior Peoplesoft Functional Analyst

    vor 2 Wochen

    Council of the City of Sydney, Österreich ClearCompany Vollzeit

    Join a growing team with career development opportunities Design and support Peoplesoft FSCM Hybrid working arrangements in Sydney CBD Organisation: Join one of the biggest Banks and be apart of Bank's Information Technology (IT) department, and experience the capability-building opportunity to work with Australia's most critical core banking and payments...

  • Key Account Manager

    vor 2 Wochen

    City of Monash, Österreich ABB Schweiz AG Vollzeit

    Key Account ManagerTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations. Together, we are embarking on a...

  • Head of EHS

    vor 3 Wochen

    City of Knox, Österreich Ventora Vollzeit

    With some of the most iconic brands in the Australasian and global building industry, VENTORA is proud to have provided products and services to projects around the globe for residential, multi-residential, and commercial markets. Whether it is windows, doors, architectural glass, showers, wardrobes or other building products, our brands are committed to...

  • Chief Financial Officer

    vor 3 Wochen

    City of Knox, Österreich RGIT Australia Vollzeit

    DescriptionWe are Simba GlobalWe ignite greatness in our people, our clients and our suppliersWe deliver superior quality, certainty and value by disrupting the status quo.We bring capabilities in design, products, supply, data and science to create change.We link history, transparency, passion and a focus on the future to play our part in building a better...

  • Marketing Manager

    vor 2 Wochen

    City of Melbourne, Österreich Asahi Beverages Vollzeit

    Your ImpactThe Marketing Manager for the Carlton Portfolio, valued at $540 million in Net Sales Value (NSV), plays a pivotal role in shaping the long-term marketing and brand strategy for Carlton Dry, Carlton Draught, and the entire Carlton sub-brand family. This leadership position aims to drive NSV growth and profitability for Carlton & United Breweries...

  • Senior Finance Manager

    Vor 6 Tagen

    City of Melbourne, Österreich Michael Page Australia Vollzeit

    About Our Client Our client is a global business with an Australian head office and operations across multiple countries. They have a market leading product offering and are looking to expand their sales globally. They have a flexible work environment and value career progression and development. Job Description Reporting to the CFO, you will lead a finance...

  • Booking Officer

    vor 2 Wochen

    City of Merri-bek, Österreich Smith & Nephew Vollzeit

    Life Unlimited. At Smith+Nephew we design and manufacture technology that takes the limits off living. The role of the Bookings Officer is within the Customer Solutions department and is to provide an effective interface between Smith & Nephew and its customers.The Bookings Officer provides support to a best-in-class range of healthcare products. Key...

  • Account Executive

    vor 2 Wochen

    City of Melbourne, Österreich Nine Vollzeit

    Nine is Australia’s largest locally owned media company – the home of Australia’s most trusted and loved brands spanning News, Sport, Lifestyle, and Entertainment. We pride ourselves on creating the best content, accessed by consumers when and how they want – across Publishing, Broadcasting and Digital. Nine’s assets include the 9Network, major...

  • Newspaper Sales

    vor 1 Monat

    City of Melbourne, Österreich Nine Vollzeit

    Nine is Australia’s largest locally owned media company – the home of Australia’s most trusted and loved brands spanning News, Sport, Lifestyle, and Entertainment. We pride ourselves on creating the best content, accessed by consumers when and how they want – across Publishing, Broadcasting and Digital. Nine’s assets include the 9Network, major...

  • Nine Radio Account Manager

    vor 2 Wochen

    City of Melbourne, Österreich Nine Vollzeit

    Nine is Australia’s largest locally owned media company – the home of Australia’s most trusted and loved brands spanning News, Sport, Lifestyle, and Entertainment. We pride ourselves on creating the best content, accessed by consumers when and how they want – across Publishing, Broadcasting and Digital. Nine’s assets include the 9Network, major...

  • Radio Sales Executive

    vor 4 Wochen

    City of Melbourne, Österreich Nine Vollzeit

    Nine is Australia’s largest locally owned media company – the home of Australia’s most trusted and loved brands spanning News, Sport, Lifestyle, and Entertainment. We pride ourselves on creating the best content, accessed by consumers when and how they want – across Publishing, Broadcasting and Digital. Nine’s assets include the 9Network, major...