Dealer Services Administrator
Hub International Voir toutes les offres
- Woodbridge, ON
- 45.000-50.000 $ par an
- Permanent
- Temps-plein
The Dealer Services Administrator is responsible for completing daily, monthly, and quarterly reconciliations related to Mutual Fund and Segregated Fund accounts and demographic information. This position has designated tasks to complete in addition to shared work within the Dealer Services Team, which supports internal teams across the HUB Financial/HUB Capital division.What You’ll DoResponsible for distributing Not-in-good-Order (NIGO) internallySet up system access to both Advisors and clients and troubleshoot access related issues.Responsible for processing, following up, and handling distribution invoices for Letters of Indemnity (LOI).Process cash transactions through A$M (FundSERV) or cheque requisitionComplete the daily Non-Financial Update (NFU) ReconciliationsComplete the monthly reconciliations for Advisor mismatchesTroubleshoot trade-related issues to comply with FundSERV standardsFacilitate and QC the quarterly statement productions with the back office provider and the printing company.Assist the Advisor Experience Specialist in onboarding new Mutual Fund advisorsCommunicate with Fund Companies and Carriers to resolve and address issuesWhat You’ll Need for SuccessCommunity college education or equivalent post-secondary diploma2 years investment industry experience, back office preferredProficiency in Microsoft Office, particularly ExcelKnowledge about FundSERV is an assetKnowledge about Client-Name account and Intermediary is an asset.Demonstrated ability to communicate effectively (written and verbal).Strong attention to detail and ability to problem solve.Must possess a positive attitude with customer service focus.Ability to work efficiently and effectively, utilizing good time management skillsWhat’s in it for you?Your well-being is our priority, and we back this up with a wealth of 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.At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.Compensation
The expected salary range for this position is $45,000 to $50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.Why Choose HUB?When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit -About HUB InternationalHeadquartered in Chicago, Illinois, 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 20,000 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.We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.If you’re interested in learning how you can grow your career at HUB, visit our to explore our opportunities.HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.AI DisclosureAI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.#LI-hybrid#LI-EMDepartment Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.