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Hub International

Investment Product Administrator



Company Information

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.

Job Description

HUB Financial Inc., Canada’s largest Life Insurance Managing General Agency is looking for a strong Investment Product Administrator for our Ottawa, Ontario location.  The ideal candidate for this role is someone with knowledge of investment fund industry, strong administrative skills, customer focused, results oriented and a team player.  This position reports directly to the Regional Office Manager and is responsible for:

  •  Servicing our brokers and ensuring all investment inquiries are handled in a timely manner for Mutual Funds and Segregated Funds
  • Process  all trades received daily with proper attention to procedures and meeting trade deadlines

  • Follow up on trades to ensure trades have settled

  • Follow up on T2033 Transfers and Loans when required and handling of all non-financial or manual transactions 

  • Acting as the first point of contact for walk in advisors

  • Reception duties  (answering the phone, preparing outgoing mail/courier)

  • Project based work and other duties as assigned  in regards to life insurance business


Qualifications & Experience:

  • High School Diploma
  • Minimum of 2 years’ experience within the investment fund industry

  • Strong organizational, time management and follow-through skills

  • Customer focused and a strong team player with a great attitude

  • Strong data entry and administrative support skills:  attention to detail and accuracy

  • Ability to multitask and exercise initiative and work effectively in a team environment

  • Excellent written and oral communication skills

  • Bilingual in English and French is an asset

Please apply to the role online:

Contact Information

Hub International
Posting Date: 30-Nov-2016Insurance Permanent, Full-Time Open 1 ASAP
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