Hub Capital Dealer Services Administrator Role

Become a Dealer Services Administrator at Hub Capital, embracing a hybrid work atmosphere in Woodbridge. Utilize your investment background to assist financial advisors in achieving their goals.

In this role, you’ll conduct business follow-ups, correct discrepancies, and provide essential second-tier support to advisors. You'll manage and track advisor information, ensuring everything is accurate and up to date. Your contributions will greatly enhance operational efficiency and client satisfaction.

Key Responsibilities:

• Follow up on business transactions and maintain account accuracy

• Assist advisors with second-tier support on inquiries

• Process business efficiently and without errors

• Liaise with external carriers as necessary

• Oversee advisor onboarding and information management

Requirements:

• 2 years of relevant back-office investment experience

• Strong customer service experience is a must

• Detail-oriented with a focus on accuracy

• Proficient in Excel and MS Office

• Critical thinking and problem-solving skills

Drive success at Hub Capital by ensuring seamless advisor support and exceptional administrative service.
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