Job Title

Bilingual Investment Administrator (Hybrid) Location: Hub Financial - Woodbridge, ON (Division of HUB International). About the Role The Investment Product Administrator will play a key role in building strong relationships with our clients (Advisors) through seamless customer service. This individual will work closely with the entire National Investments team handling account updates and openings, processing business transactions, and liaising with carriers and fund companies. They will ensure transactions are accurately processed and timely, identify and correct errors as required, and respond to incoming advisor inquiries promptly. What Youll Do Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level. Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required. Ensure accurate and timely processing of transactions. Identify and correct transaction errors promptly. Respond to incoming advisor inquiries promptly. Act as a liaison with carriers and fund companies on behalf of advisors. Perform other duties as assigned. What Youll Need Bilingual in French and English, both spoken and written, is required. Minimum requirement of a High School Diploma, with post-Secondary education preferred. Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds. Previous administrative experience is desirable. Proficiency in typing and utilizing computer applications, including the MS Office suite. Demonstrated ability to communicate effectively both in written and verbal forms. Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results. Strong attention to detail and excellent problem-solving abilities. Excellent time management skills. Benefits Competitive Compensation: Pay structure includes incentives, bonuses, and opportunities to increase earnings. Work-Life Balance: Flexible work arrangements and generous time off. Tailored Benefits: Company-matched RRSPs and personalized benefits. Career Growth and Support: Sponsored training, tuition reimbursement, coverage for professional license fees and membership dues. Exclusive Perks: Discounts on events, travel, accommodations, and personal home & auto insurance. Why Choose HUB 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. #J-18808-Ljbffr