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HUB International · 2 weeks ago

Bilingual Investment Administrator

Woodbridge, Ontario, Canada

Full-time

Hybrid

Entry Level

$45K/yr - $50K/yr

1+ years exp

HUB International is a leading full-service global insurance broker and financial services firm. The Bilingual Investment Administrator will play a key role in building strong relationships with clients by providing seamless customer service, handling account updates, processing transactions, and liaising with carriers and fund companies.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level

Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required

Ensure accurate and timely processing of transactions

Identify and correct transaction errors promptly

Respond to incoming advisor inquiries promptly

Act as a liaison with carriers and fund companies on behalf of advisors

Perform other duties as assigned

Qualification

Investment industry experienceBilingual in FrenchEnglishMS Office proficiencyAttention to detailProblem-solving abilitiesTime management skillsEffective communicationPositive attitude

Required

Bilingual in French and English, both spoken and written, is required

Minimum requirement of a High School Diploma, with post-Secondary education preferred

Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds

Previous administrative experience is desirable

Proficiency in typing and utilizing computer applications, including the MS Office suite

Demonstrated ability to communicate effectively both in written and verbal forms

Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results

Strong attention to detail and excellent problem-solving abilities

Excellent time management skills

1-2 years of relevant experience

Preferred

Post-Secondary education preferred

Previous administrative experience is desirable

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.

Extended health benefits

Disability insurance

RRSP matching

Paid-time-off benefits

Eligible bonuses

Commissions for some positions