Job opportunity
Dealer Services Administrator Woodbridge
HUB International
Support dealer services at HUB Capital in Woodbridge through accurate account maintenance, transaction follow-up, and advisor assistance in a hybrid workplace. Use Excel, communication, and problem-solving skills daily.
As a Dealer Services Administrator, you will support independent financial advisors served by Hub Capital, a division of HUB International. The position focuses on timely processing, accurate records, system access, and resolving back-office administrative issues. You will work with carriers, fund companies, internal customers, and other departments while assisting onboarding and special projects.
Key Responsibilities:
Follow up on transactions, account maintenance, and identified errors
Provide second-tier advisor support for inquiries and concerns
Process business accurately and within required timelines
Liaise with carriers and fund companies for HUB
Maintain advisor information and leveraged account tracking
Requirements:
Customer service experience
Two years of investment industry experience, preferably back office
Excellent written and verbal communication skills
Strong accuracy and attention to detail
Solid Microsoft Office and Excel skills
Bring investment administration, advisor support, Excel, and analytical skills to Dealer Services at HUB Capital in Woodbridge.
#J-18808-Ljbffr
Apply on source site As a Dealer Services Administrator, you will support independent financial advisors served by Hub Capital, a division of HUB International. The position focuses on timely processing, accurate records, system access, and resolving back-office administrative issues. You will work with carriers, fund companies, internal customers, and other departments while assisting onboarding and special projects.
Key Responsibilities:
Follow up on transactions, account maintenance, and identified errors
Provide second-tier advisor support for inquiries and concerns
Process business accurately and within required timelines
Liaise with carriers and fund companies for HUB
Maintain advisor information and leveraged account tracking
Requirements:
Customer service experience
Two years of investment industry experience, preferably back office
Excellent written and verbal communication skills
Strong accuracy and attention to detail
Solid Microsoft Office and Excel skills
Bring investment administration, advisor support, Excel, and analytical skills to Dealer Services at HUB Capital in Woodbridge.
#J-18808-Ljbffr