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Dealer Services Administrator

  • Woodbridge, ON, Canada

The expected salary range for this position is $50,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level · Full-time

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Job details

Pay
The expected salary range for this position is $50,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level
Job type
Full-time
Posting language
English
Posted

Original job description

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.



Dealer Services Administrator

Woodbridge (Hybrid)


Hub Capital, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.


What You’ll Do

  • Follow-up on business transactions and account maintenance as well as identifying and correcting errors.
  • Second tier support for advisors with inquiries and concerns.
  • Ensuring business is processed accurately and in a timely manner.
  • Liaise with carriers and fund companies on behalf of HUB.
  • Providing system access and first level trouble-shooting
  • Assisting with new advisor onboarding .
  • In cooperation with other departments managing maintenance of advisor information and corrections
  • Maintain accurate tracking of leveraged accounts.
  • Involved in statement creation, review, and delivering statements on time.
  • Working with internal customers to resolve back office administrative issues.
  • Assisting with special projects including testing and implementation as assigned

What You’ll Need for Success

  • Customer Service Experience
  • 2 years investment industry experience, back office preferred
  • Experience with FundSERV is an asset
  • Excellent written and verbal communication skills
  • Must be detail oriented with strong accuracy
  • Solid command of MS Office, specifically Excel
  • Team player
  • Ability to work efficiently and effectively, utilizing good priority and time management skills
  • Excellent problem solving and analytical skills

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of 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.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.


Compensation

The expected salary range for this position is $50,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International  


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 19,000 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.

We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.

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

AI Disclosure

AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates - all decisions are made through human review.


HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.







What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.


  • Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
  • Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
  • A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.


We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

More about this job

Responsibilities

Follow up on business transactions and account maintenance, correct errors, and ensure business is processed accurately and on time. Support advisors and internal teams, coordinate with carriers and fund companies, maintain advisor and leveraged-account records, prepare and deliver statements, and assist with onboarding and special projects.

Requirements

Requires customer service experience and two years of investment industry experience, preferably in a back-office role; FundSERV experience is an asset. Candidates should have strong communication, accuracy, Excel and Microsoft Office skills, and the ability to prioritize, manage time, solve problems, analyze issues, and work collaboratively.

Skills

  • Customer Service
  • Investment Industry Experience
  • FundSERV
  • Written Communication
  • Verbal Communication
  • Attention to Detail
  • Accuracy
  • Microsoft Office
  • Excel
  • Teamwork
  • Prioritization
  • Time Management
  • Problem Solving
  • Analytical Skills
  • Troubleshooting
  • Advisor Support

Benefits

  • Competitive Compensation
  • Incentives and Bonuses
  • Flexible Work Arrangements
  • Paid Time Off
  • Personalized Benefits Package
  • Company-Matched RRSP
  • Sponsored Training and Development
  • Tuition Reimbursement
  • Professional License Fee and Membership Dues Coverage
  • Discounts on Events, Travel, and Accommodations
  • Home and Auto Insurance Discounts
  • Health Benefits
  • Retirement Savings Matching
  • Company-Paid Life and Disability Plans
  • Paid Parental Leave
  • Wellbeing Program

Visa sponsorship

Not detected in the job text

Categories

  • Administrative
  • Finance & Accounting
  • Customer Service & Support

Keywords

  • Investment Industry
  • Back-Office Administration
  • FundSERV
  • Microsoft Office
  • Excel
  • Business Transactions
  • Account Maintenance
  • Error Correction
  • Advisor Support
  • Carrier Liaison
  • Fund Companies
  • System Access
  • Troubleshooting
  • Advisor Onboarding
  • Advisor Information Maintenance
  • Leveraged Accounts
  • Statement Creation
  • Statement Review
  • Back-Office Administration Issues
  • Special Projects
  • Testing
  • Implementation
  • Customer Service
  • Time Management
  • Problem Solving
  • Analytical Skills
  • Financial Advisors
  • Life Insurance
  • Investments
  • Wealth Management

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