HUB International · 2 weeks ago
Operations Specialist (Recordkeeping Services)
Austin, TX
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $75K/yr
2+ years expHUB International is a global insurance and employee benefits broker, and they are seeking an Operations Specialist to support the day-to-day operational functions of their financial services firm specializing in retirement plan recordkeeping. The role involves providing operational support, assisting with client and plan sponsor communication, and ensuring compliance with internal procedures and regulatory standards.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Provide general operational support for recordkeeping functions across retirement plans
Assist with daily processing tasks to ensure accurate and timely account administration
Support distribution processing, including reviewing requests and coordinating required documentation
Execute fund changes, mapping updates, and plan-level investment modifications
Communicate with plan sponsors and internal teams regarding operational requests and status updates
Assist with onboarding new plans, including data setup, document review, and system configuration
Support plan conversions, transitions, and ongoing maintenance activities
Ensure operational activities are performed in accordance with internal procedures, regulatory requirements, and service-level standards
Identify process gaps or inefficiencies and assist with implementing improvements
Support audit requests, compliance reviews, and documentation needs
Serve as a cross-functional resource, assisting in multiple operational areas as needed
Coordinate with internal departments such as compliance, client service, technology, and finance
Provide backup coverage for team members during peak periods or absences
Qualification
Required
2 plus years' Experience in financial services operations, preferably within recordkeeping, retirement plans, or investment administration
Associate degree (2-year degree)
Preferred
Experience with retirement plan recordkeeping (401(k), 403(b), etc.)
Familiarity with distributions, plan onboarding, and fund change execution
Experience working directly with plan sponsors or advisors
Understanding of operational controls and financial services regulations
Benefits
6% yearly discretionary bonus
Medical insurance
Vision insurance
Dental insurance
401(k) plus match
Company Paid STD
Life Insurance
Parental leave
2 weeks of vacation
Sick leave
Personal days
Floating holiday’s
Hybrid schedule after successful training period
Open Style office for collaboration
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