Advisory Service Associate
Advisory Service Associate
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1 Vacancy
Job Description
Who We Are
At HUB International we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm we offer employees resources in both technology and industry expertise but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique regional culture.
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 retirement investment and wealth management products and services. With over 17000 employees in 500 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.
We are committed to our core values: Communication Integrity Relationships. CSi Advisory Services (CSi) and Compensation Systems divisions of HUB International are leading firms in wealth management consulting advising on corporate retirement plans and designing and administering corporate retirement plans. With our comprehensive services uptodate expertise and personal attention to detail HUB CSi partners with individuals and companies in preparing a financial roadmap helping to identify document and manage their retirement planning goals and preparing for all possibilities. We simplify administration compliance and plan operation. We provide valuable resources and develop an open trusted longterm relationship complementing any HR department. Our obligation is to our clients helping them make the best informed financial decisions regarding their retirement goals and dreams.
What We Offer You
At HUB International we want you to achieve an even worklife balance and our benefits package allows you to manage your health wellness and financial future. HUB International will foster your learning support your endeavors and encourage your growth. We provide opportunities for careerdriven individuals to move upward in our organization. Our successes breed your opportunity!
Benefits you may enjoy working at HUB International MidwestEast:
- Medical Dental and Vision (PPO HMO and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation Holiday Sick and Personal Time Off
- Pet Insurance
- Bonus Program
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day DressCode
- Service Awards
Heres Where You Come In
As the Advisory Service Associate in the Indianapolis based HUB RPW MidwestEast region you will be responsible for supporting our internal teams to provide exceptional service to retirement plan and wealth management clients. Interacting with clients participants plan consultants advisors administrators and other partners to provide customer centric focused services. Followup and followthrough are the keystones to keeping our promises to our clients. You will have the opportunity to work with all roles within our regional RPW office to gain valuable experience to enhance the client experience.
Job Responsibilities:
Services and Interactions.
Responsible for providing the highest level of service; common activities listed but not limited to are:
- Assist with plan and client reviews
- Process participant transactions
- Prepare Federal Form 5500 drafts with necessary additional filing forms
- Assist with investment analytics and reporting
- Assist in annual compliance reporting processes
- Provide required documents to ensure account activities are processed correctly including all necessary research and followthrough
- Attend client meetings as needed
- Assist in investment and fee change process with recordkeeping partners
- Follow up on correspondence appointment scheduling and confirmations
- Operate and understand internal tools and software and be proficient in multiple recordkeeping systems processes and resources
- Assist in answer incoming lines
- Effectively manage all tasks and timelines associated with responsibilities
- Keeping abreast of knowledge of financial services and resources
Office collaboration
- Cross train with peers and provide support and coverage in retirement plan services and wealth management
- Assist with reporting and data collection
- Document process and procedures
- Provide insight on areas of development
- Assist with office supplies by tracking inventory levels evaluating purchases and validating supply deliveries
- Miscellaneous support as needed
Cultural Expectations:
- Determination unsatisfied until we are the best. We go the extra mile for clients and colleagues.
- Ownership Responsible to each other our clients and our goals.
- Teamwork Together we attain greater success.
- Sincerity Giving and receiving direct and caring communication
Qualifications:
- 1 years of business or experience
- Bachelors degree or equivalent
Computer Software:
Excel Enter manipulate and format text and numerical data; insert delete and manipulate cells rows and columns; and create and save worksheets charts and graphs
Word Type text insert pictures format edit print save and retrieve word processing documents.
PowerPoint Create presentations format templates add pictures videos and hyperlinks
Adobe Create and edit pdf documents
Outlook Manage calendar task email etc.
Department Account Management & ServiceRequired Experience:Required Travel:Required Education: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.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
Employment Type
Full-Time
