Administrative Support Specialist Wealth Management

ABOUT HUB INTERNATIONAL:

HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 18000 employees in 500 offices throughout North America HUB has grown substantially in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings

  • Medical/dental/vision insurance and voluntary insurance options

  • Health Savings Account funding

  • 401k matching program

  • Company paid Life and ShortTerm Disability Plans

  • Supplemental Life and LongTerm Disability Options

  • Comprehensive Wellness Program

  • Paid Parental Leave

  • Generous PTO Package Vacation Holiday Sick and Personal Time Off

• Great work/life balance because thats important for all of us!

• Focus on creating a meaningful environment through employee engagement events

• The ability to be a part of a motivated winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

• Growth potential HUB is constantly growing and so can your career!

• A rewarding career that helps local businesses in the community

• Strong community support and involvement through HUB Gives

SUMMARY:

This is an inoffice position located out of Miami FL 33156

The Administrative Support Specialist helps deliver excellent service to clients and advisor. You will support the financial advisor in establishing and maintaining investment accounts as well as delivering outstanding client service. The role requires someone who has excellent organizational skills analytical skills and communication skills. They must enjoy talking to customers a desire to learn about and grow in the financial services industry and a passion for personal development. This is not a sales role. This position allows you to gain valuable experience in wealth management develop communication and analytical skills and progress toward more client interaction and responsibilities.

This role requires frequent communication with the financial advisor clients and other investment companies and custodians. The ideal candidate will be positive organized detailoriented and motivated.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Prepare and review all new account paperwork and check pending account maintenance items

• Work with clients and financial advisor to ensure proper account opening procedures documentation as well as funding

• Follow up with clients and custodians to ensure new accounts are funded in a timely manner and resolve any pending issues

• Assist with daytoday client service requests; proactively resolve clients issues and concerns

• Interact with clients in person and over the phone

• Maintain current client information in all existing databases

• Organize scan and maintain all new account paperwork and client requests into client files

• Administrative duties such as handling telephones mailing applications and submitting account maintenance forms

• Comply with all industry rules regulations and firm policies

• Perform other duties as assigned

REQUIREMENTS:

• Must be willing to be inoffice most working days 9100 S. Dadeland Blvd Miami FL 33156

• Ability to pass an extensive background check including credit check and fingerprinting is required.

• High school diploma or equivalent advanced education preferred

• Series 6 license or willingness to complete is preferred but not required

• Microsoft Office Suite experience

• Must be highly organized with the ability to multitask

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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