Investment Administrator
@ HUB International

Dartmouth, NS
CA$55,000
On Site
Full Time
Posted 1 day ago

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XXXXXXXXXX XXXXXXXXXXX XXXXXXXXX******* @hubinternational.com
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Job Details

Investment Administrator at HUB International

Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGAs). Specializing in life insurance, investments, and wealth management, we empower independent advisors with top-tier solutions, resources, and tools to grow their business.

About The Role

The Investment Administrator plays a key role in building strong relationships with advisors through seamless customer service. Working alongside the National Investments team, this role handles account updates, openings, business transactions, and liaises with carriers and fund companies.

Responsibilities

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

Requirements

  • High School Diploma required; post-secondary preferred.
  • 1-2 years’ experience in the investment industry (Mutual/Segregated Funds).
  • Administrative experience is desirable.
  • Proficiency in MS Office and computer applications.
  • Strong communication, attention to detail, and time management skills.

Benefits & Perks

Competitive compensation with incentives and bonuses, flexible work arrangements, comprehensive benefits including company-matched RRSPs, and opportunities for career growth and professional development.

About HUB International

Headquartered in Chicago, IL, HUB International is a leading full-service global insurance broker and financial services firm with a vast network across North America. HUB provides risk management, insurance, employee benefits, retirement and wealth management solutions with a focus on clarity and tailored solutions.

Key skills/competency

  • Customer Service
  • Transaction Processing
  • Account Management
  • Investment Products
  • Communication
  • Attention to Detail
  • Problem-solving
  • Time Management
  • MS Office
  • Administrative Support
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How to Get Hired at HUB International

🎯 Tips for Getting Hired

  • Customize Resume: Highlight investment processing and admin experience.
  • Network Strategically: Connect with HUB International employees on LinkedIn.
  • Prepare Responses: Review transaction error and customer service examples.
  • Align Skills: Emphasize MS Office proficiency and detail orientation.

📝 Interview Preparation Advice

Technical Preparation

Review MS Office shortcuts.
Study mutual fund processing systems.
Practice data accuracy methods.
Familiarize with transaction software.

Behavioral Questions

Describe a time you solved errors.
Explain handling high-pressure tasks.
Discuss managing advisor inquiries.
Share a teamwork example.

Frequently Asked Questions