Prepare and distribute account statements, financial reports, and correspondence on behalf of advisors
Schedule and coordinate client meetings, reviews, and follow-up communications
Administrative & Operational Support
Process new account applications, transfers, beneficiary changes, and other service requests accurately and efficiently
Liaise with custodians, third-party providers, and internal departments to resolve account issues and service requests
Monitor and track pending transactions, follow up on outstanding items, and ensure timely completion
Assist advisors with the preparation of financial planning materials, proposals, and presentations
Maintain organized electronic and physical filing systems in compliance with regulatory requirements
Compliance & Regulatory
Ensure all client documentation and processes adhere to regulatory standards and firm compliance policies
Assist with preparation and submission of required regulatory filings and forms
Stay current on industry regulations and internal compliance updates as they relate to the role
Qualifications
Required
Exceptional organizational skills with strong attention to detail and accuracy
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong written and verbal communication skills with a professional, client-focused approach
Ability to manage multiple priorities in a fast-paced environment
High level of integrity and discretion when handling confidential client information
Preferred
Experience with financial planning or portfolio management platforms (e.g., Salesforce, Redtail, Orion, Tamarac, or similar)
Knowledge of investment products, insurance products, or financial planning concepts
FINRA Series 6, 7, or 65/66 license (or willingness to obtain – compensation reflects licensing status)
Life & Health insurance license (or willingness to obtain)
Associate’s or Bachelor’s degree in Finance, Business, or a related field
Benefits
HUB International offers a competitive total rewards package, including:
Comprehensive health, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off and holidays
Professional development and continuing education support
Licensing reimbursement and study assistance
Collaborative, team-oriented work environment with opportunities for career growth
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
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