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Added 13 mins ago
EG
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Transfer Support Administrator

Vancouver, BC, Canada
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

Apply on hubinternational.wd1.myworkdayjobs.com About employer

Applications open in a new tab.

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: Nov 11, 2026

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.

Hub Financial, 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.

About The Role

The Transfer Support Administrator is responsible for managing and processing account transfers between relinquishing and receiving financial institutions. This position ensures that all transfer transactions are completed accurately, efficiently, and in accordance with established company procedures and regulatory requirements.

What You’ll Do

Process and track transfer paperwork/ transactions at the national level, including managing Not in Good Order (NIGO) notices, account updates, and new account openings
Verify the accuracy of all transaction data and documentation prior to processing
Identify, investigate, and resolve transaction errors and discrepancies in a timely manner
Follow up on outstanding transactions to ensure completion within established timelines
Respond to inquiries from advisors, clients, and internal stakeholders regarding transfer status and account information
Communicate and coordinate with financial carriers and fund companies to facilitate transaction resolution
Maintain detailed records and documentation of all transactions and communications
Perform other duties as assigned by management

What You’ll Need for Success

Minimum High School Diploma; post-secondary education in business, finance, or a related field is preferred
Demonstrated experience working in the investment or financial services industry
Proven administrative and clerical experience, preferably in a transaction processing or customer service environment
Proficiency with Microsoft Office applications (Word, Excel, Outlook) and ability to quickly learn internal software systems
Strong written and verbal communication skills with the ability to communicate clearly with diverse stakeholders
Excellent attention to detail with a demonstrated commitment to accuracy and error prevention
Strong analytical and problem-solving skills
Ability to manage multiple priorities, meet deadlines, and organize work efficiently
Professional demeanor with excellent customer service orientation

Compensation

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

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.

Apply on hubinternational.wd1.myworkdayjobs.com About employer

More about this job

Responsibilities

The Transfer Support Administrator manages and processes account transfers between financial institutions while ensuring accuracy and regulatory compliance. They also handle transaction documentation, resolve discrepancies, and communicate with advisors and financial carriers.

Requirements

Candidates must have at least a high school diploma, with post-secondary education in business or finance preferred. Proficiency in Microsoft Office and previous experience in the financial services or investment industry is required.

Skills

Transaction processing
Data verification
Account transfers
Customer service
Microsoft Office
Attention to detail
Problem-solving
Analytical skills
Communication
Record keeping
Financial services
Regulatory compliance

Benefits

Extended health benefits
Disability insurance
RRSP matching
Paid time off
Paid parental leave
Wellbeing program
Life insurance
Training and development

Visa sponsorship

Not detected in the job text

Keywords

Transfer Support
Financial Services
Investment
Transaction Processing
NIGO
Account Transfers
Financial Carriers
Wealth Management
Life Insurance
Administrative
Clerical
Data Accuracy
Microsoft Word
Microsoft Excel
Microsoft Outlook
Regulatory Requirements
Stakeholder Management
Hybrid Work

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Work requirements

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