Analyst
Analyst
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Job Description
IGNITE YOUR PASSION * IMPACT WHAT MATTERS
WHO WE ARE.
Breaking Boundaries for 25 years - and counting.
The world is rapidly changing and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 650 HUB offices across North America our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.
We have the competitive exciting and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.
POSITIION SUMMARY:
The Analyst is a data integration and reporting specialist that supports the retirement planning division of Shuster Advisory Group. The position works closely with team members to gain fundamental background knowledge on retirement plans including 401(k) 457(b) 401(a) 403(b) and defined benefit
plans as well as experience with reporting analytics and client service.
RESPONSIBILITIES:
- Integrate data from a variety of sources into cohesive and comprehensive presentations and reports.
- Prepare reports to monitor plan participation performance and costs.
- Assist in preparation of client and prospect presentations.
- Participate in client meetings/report deliveries.
- Other ad hoc duties as assigned.
EXPERIENCE & TECHHNICAL REQUIREMENTS:
- Strong analytical problem-solving planning and organizational skills.
- Advanced MS Office skills with an emphasis on Excel and PowerPoint.
- Strong written and verbal communication skills.
- Ability to handle multiple time-sensitive projects with a high degree of accuracy and attention to detail.
- Experience with financial analysis and FP&A a plus but not required.
- Experience with retirement plans (401(k) 457(b) 401(a) 403(b) Defined Benefit Plans etc.) a plus but not required.
*The expected hourly rate is for this position is $24.00 to $28.50 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits and eligible bonuses equity and commissions for some positions.
TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.
We want to meet you! Apply today and start your journey to a better tomorrow.
Department Office Administration & ClericalRequired Experience: Less than 1 year of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelors degree (4-year degree)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
