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Job Description & How to Apply Below
Located in Woodbridge, this role is vital in facilitating business operations in the investment sector. You’ll follow up on transactions, correct errors, and assist advisors with inquiries. Your attention to detail will ensure timely processing and accuracy in account maintenance.
Key Responsibilities:
• Follow up on transactions and resolve account errors
• Provide second-tier support for advisor inquiries
• Ensure accurate and timely business processing
• Liaise with carriers on behalf of HUB
• Assist with advisor onboarding and maintenance
Requirements:
• 2 years of investment industry or back-office experience
• Customer service experience is essential
• Proficiency in MS Office, especially Excel
• Excellent written and verbal communication skills
• Strong problem-solving and analytical abilities
Excel in your career by delivering accurate service and support in a rewarding administrative role.
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