HUB International · 4 days ago
Investment Administrator
Woodbridge, Ontario, Canada
Full-time
Hybrid
Entry Level
$45K/yr - $50K/yr
1+ years expHUB International is one of Canada’s largest independent Managing General Agencies specializing in life insurance, investments, and wealth management. The Investment Administrator will build 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
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
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase