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Bilingual Investment Administrator

HUB International

Halifax, NSOn Site

Original Job Summary

Position Overview

The Bilingual Investment Administrator at HUB International will work with the National Investments team to process business transactions, update accounts, and act as a liaison with carriers and fund companies while providing support to independent financial advisors.

Responsibilities

  • Follow up on business transactions, NIGO notices, account updates, and transfers nationwide
  • Process mutual and segregated fund trades and new account openings
  • Ensure accurate and timely processing of transactions
  • Identify and correct transaction errors promptly
  • Respond to advisor inquiries and liaise with carriers and fund companies
  • Perform additional duties as assigned

Requirements

  • Bilingual in English and French
  • Minimum High School Diploma; post-secondary preferred
  • Experience in the investment industry, particularly with Mutual or Segregated Funds
  • Previous administrative experience is desired
  • Proficient in MS Office and computer applications
  • Strong communication, attention to detail, and time management skills

Benefits

  • Competitive compensation with incentives and bonuses
  • Flexible work arrangements and generous time off
  • Personalized benefits package including company-matched RRSPs
  • Opportunities for career growth and professional development
  • Exclusive discounts on various personal products and services

About HUB International

Hub Financial, a division of HUB International, is a leading global insurance broker and financial services firm with a strong emphasis on life insurance, investments, and wealth management. With extensive resources, innovative technology platforms, and a nationwide network, HUB empowers independent advisors to thrive.

Key skills/competency

  • Bilingual
  • Investment Processing
  • Account Management
  • Transaction Accuracy
  • Customer Service
  • Attention to Detail
  • Time Management
  • Communication
  • Administrative Support
  • Problem Solving

How to Get Hired at HUB International

🎯 Tips for Getting Hired

  • Customize Your Resume: Tailor your experience to match investment administration.
  • Highlight Bilingual Skills: Emphasize fluency in English and French.
  • Research HUB International: Understand their services and company culture.
  • Prepare Examples: Showcase your work in transaction processing and admin support.

📝 Interview Preparation Advice

Technical Preparation

Review mutual fund processing guidelines.
Practice MS Office and transaction systems exercises.
Study financial transaction protocols.
Refresh computer typing and data entry skills.

Behavioral Questions

Describe handling multiple deadlines effectively.
Explain your problem-solving in error correction.
Discuss handling advisor inquiries calmly.
Share an example of teamwork in processing.