Sales Resources Administrator - Woodbridge, Canada - HUB International

HUB International

Verified Company

Woodbridge, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Sales Resources Administrator ( Hybrid )

At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values.

As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals.

Our commitment to excellence extends beyond delivering top-tier insurance products - it encompasses a culture that values collaboration, innovation, and continuous learning.

We are Proud to Offer:

Customizable flexible benefits options for you and your family

Company matching RRSP contributions

Comprehensive tuition financing and career-related training and development

Work-life balance through flexible scheduling and hours

Mental and physical wellness initiatives

Advancement opportunities

HUB Cares:
we are a company that gives back and is active in the community

Learn more about HUB's Culture & Value Here

The Opportunity:

The Sales Resources Administrator position offers a diverse range of responsibilities, providing an opportunity to foster strong relationships with our clients (Advisors) through exceptional customer service.

Reporting directly to the Director of Sales Resources, you'll manage inquiries, facilitate communications, and support our National team. Essential qualifications include excellent organizational skills, attention to detail, and proficiency in communication.

A day in the life:

Providing Advisors with access to investment back-office systems, first level troubleshooting, and assisting with onboarding of new Advisors

Processing bulk dealer-rep changes and rep maintenance as well as Letters of Indemnity to fund companies and insurance carriers

Annual processing of free unit switch transactions and daily processing needs as required

Assisting with daily and monthly reconciliation including investigation of errors and exception processing

Follow up on business transactions and ensure all transactions are processed accurately and in a timely manner

Second tier support for advisors with inquiries and concerns

Liaising with fund companies/carriers to obtain transactional history files for processing.

Involved with statement creation, review, and delivering statements on time

Work with internal customers to resolve back office administrative issues

Assist with special projects including testing and implementation as assigned

Who you are:

A great attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance

Minimum of 2 years' customer service experience

Experience using FundServ is an asset

Clear written and oral communication skills

Strong and precise data entry, processing and administrative skills

Excellent problem-solving, multitasking, and time management

Proven organizational skills with high attention to detail and accuracy

Proficient in MS Office Suite & most online meeting platforms

Completion of a post-secondary education is not required but considered an asset

Working Conditions

Normal office environment and/or Hybrid Work-from-Home

About HUB International:

Headquartered in Chicago, Illinois, Hub International Limited 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 17,000 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.

Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

If you're interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.

Department Marketing

Required Experience: 1-2 years of relevant experience

Required Travel:
No Travel Required

Required Education:
College diploma (3-year degree)

Hi, we're HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International